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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
SMC
776
Smith, Moore & Co
Missouri
$231K +$3.14K +20 +1%
GW
777
GW & Wade
Massachusetts
$231K +$3.77K +24 +2%
TWM
778
Tradition Wealth Management
Minnesota
$229K +$784 +5 +0.3%
OWP
779
Obermeyer Wealth Partners
Colorado
$229K +$3.92K +25 +2%
TFA
780
Teamwork Financial Advisors
Texas
$229K +$26.2K +167 +12%
JWCA
781
J.W. Cole Advisors
Florida
$228K -$8K -51 -3%
BA
782
Bristlecone Advisors
Washington
$227K
BEI
783
Benjamin Edwards Inc
Missouri
$225K -$445K -2,834 -65%
CS
784
Cannell & Spears
New York
$225K -$19.8K -126 -7%
APP
785
Avantax Planning Partners
Iowa
$224K -$784 -5 -0.3%
WLPWM
786
Walled Lake Planning & Wealth Management
Illinois
$223K -$3.45K -22 -1%
RIA
787
Realta Investment Advisors
Delaware
$222K +$3.14K +20 +1%
LI
788
Lafayette Investments
Maryland
$221K
EN1L
789
Engine No 1 LLC
California
$221K +$240K +1,532 New
BPCE
790
Bank Pictet & Cie (Europe)
Germany
$217K
NFG
791
Northeast Financial Group
Pennsylvania
$217K
WR
792
WD Rutherford
Oregon
$213K -$1.41K -9 -0.6%
WFI
793
West Family Investments
California
$213K +$232K +1,478 New
ERIM
794
Eagle Ridge Investment Management
Connecticut
$212K
Jones Financial Companies
795
Jones Financial Companies
Missouri
$211K -$5.18K -33 -2%
DY
796
Dowling & Yahnke
California
$211K +$229K +1,463 New
FPS
797
Fieldpoint Private Securities
Connecticut
$210K +$2.67K +17 +1%
GWMIA
798
Global Wealth Management Investment Advisory
Florida
$209K +$45.2K +288 +25%
IAIM
799
International Assets Investment Management
Florida
$209K +$276K +1,757 New
NIMI
800
Natixis Investment Managers International
France
$208K -$13.6K -87 -6%

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.