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Digital Realty Trust

984 hedge funds and large institutions have $40.1B invested in Digital Realty Trust in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 455 increasing their positions, 300 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 300

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

25% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 73

0.74% more ownership

Funds ownership: 97.22%97.96% (+0.74%)

0% more funds holding

Funds holding: 982984 (+2)

3% less capital invested

Capital invested by funds: $41.2B → $40.1B (-$1.03B)

72% less call options, than puts

Call options by funds: $85.9M | Put options by funds: $308M

Holders
984
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
17.23%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
91
Increased
455
Reduced
300
Closed
73
Calls
$85.9M
Puts
$308M
Net Calls
-$222M
Net Calls Change
-$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
751
Prime Capital Investment Advisors
Kansas
$257K -$186K -1,186 -40%
NB
752
NBT Bank
New York
$257K -$58K -370 -17%
S
753
SignatureFD
Georgia
$257K +$80K +510 +40%
IWM
754
IHT Wealth Management
Illinois
$253K -$39.5K -252 -13%
RTC
755
Riverview Trust Company
Washington
$253K +$53.5K +341 +24%
GAM
756
Garrison Asset Management
Arkansas
$252K +$157 +1 +0.1%
EWM
757
EPG Wealth Management
Georgia
$251K +$14.6K +93 +6%
PWMG
758
Pinnacle Wealth Management Group
Michigan
$249K +$271K +1,725 New
VAS
759
Vestmark Advisory Solutions
Massachusetts
$249K +$271K +1,725 New
IF
760
Insight Folios
North Carolina
$248K +$269K +1,717 New
HTC
761
Haverford Trust Company
Pennsylvania
$247K
HFAS
762
Hummer Financial Advisory Services
Illinois
$246K
PIM
763
Perpetual Investment Management
Australia
$246K
CHP
764
Cable Hill Partners
Oregon
$244K +$31.1K +198 +13%
QCG
765
Quadrant Capital Group
Ohio
$244K +$31.2K +199 +13%
LWAC
766
Laurel Wealth Advisors (California)
California
$242K -$5.96K -38 -2%
CIBC Private Wealth Group
767
CIBC Private Wealth Group
Georgia
$242K +$17.4K +111 +7%
CCA
768
Childress Capital Advisors
Texas
$241K +$262K +1,669 New
LIM
769
Longfellow Investment Management
Massachusetts
$240K
KIA
770
KCM Investment Advisors
California
$240K +$43.1K +275 +20%
Cerity Partners
771
Cerity Partners
New York
$238K -$86.7K -553 -25%
PFS
772
Prospera Financial Services
Texas
$235K +$249K +1,589 New
ELI
773
Empire Life Investments
Ontario, Canada
$234K +$31.4K +200 +14%
FEM
774
Fulcrum Equity Management
Texas
$232K +$1.73K +11 +0.7%
OPS
775
Orion Portfolio Solutions
Nebraska
$232K +$252K +1,607 New

DLR Hedge Fund Activity: Q3 2021 in Review

984 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2021, worth a combined $40.1B — down 2.5% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DLR positions and 73 closed out — a net gain of 18 holders — while 455 added to existing stakes and 300 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $742M. The largest seller was Invesco, cutting an estimated $291M.

  • 984 institutional investors held Digital Realty Trust (DLR) as of Q3 2021, up from 982 in Q2 2021.
  • Funds reported $40.1B of Digital Realty Trust stock for Q3 2021, down 2.5% quarter-over-quarter.
  • 91 funds opened new Digital Realty Trust positions in Q3 2021 and 73 closed out, a net change of +18 holders.
  • The largest Digital Realty Trust buyer in Q3 2021 was Cohen & Steers, an estimated $742M added.
  • The largest Digital Realty Trust seller in Q3 2021 was Invesco, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2021.