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Digital Realty Trust

933 hedge funds and large institutions have $38.6B invested in Digital Realty Trust in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 427 increasing their positions, 283 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 283

28% more call options, than puts

Call options by funds: $130M | Put options by funds: $101M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.33% more ownership

Funds ownership: 95.35%97.68% (+2.3%)

6% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 96

3% more capital invested

Capital invested by funds: $37.4B → $38.6B (+$1.24B)

0% more funds holding

Funds holding: 932933 (+1)

Holders
933
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
16.38%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
102
Increased
427
Reduced
283
Closed
96
Calls
$130M
Puts
$101M
Net Calls
+$28.8M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
801
Sonora Investment Management
Arizona
$119K -$283K -2,050 -71%
HWMA
802
Heritage Wealth Management (Arizona)
Arizona
$117K +$115K +833 New
PMFA
803
Plante Moran Financial Advisors
Michigan
$116K +$113K +820 +27,333%
Carson Wealth (CWM LLC)
804
Carson Wealth (CWM LLC)
Nebraska
$113K
MRCM
805
M&R Capital Management
New Jersey
$109K
TSW
806
Thompson Siegel & Walmsley
Virginia
$108K
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$107K +$21.1K +153 +25%
TH
808
TCTC Holdings
Texas
$106K +$61.1K +442 +142%
CWP
809
Concord Wealth Partners
Virginia
$105K +$101K +733 +5,236%
RG
810
Retirement Group
California
$104K +$1.52K +11 +2%
FMP
811
Financial Management Professionals
Texas
$104K +$8.29K +60 +9%
PCG
812
Private Capital Group
Connecticut
$104K +$8.57K +62 +9%
ST
813
Smithfield Trust
Pennsylvania
$98K +$68.7K +497 +247%
SCA
814
Stonebridge Capital Advisors
Minnesota
$94K +$92.3K +668 New
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$92K -$15.8K -114 -15%
CHA
816
Carmichael Hill & Associates
Maryland
$80K
MWA
817
Moser Wealth Advisors
Washington
$80K
M
818
Mirova
France
$79K +$17.8K +129 +29%
WTC
819
WhitTier Trust Company
Nevada
$78K
APC
820
Aspire Private Capital
North Carolina
$78K +$76.8K +556 New
AIM
821
Anchor Investment Management
South Carolina
$76.6K +$69.1K +500 +1,136%
MCM
822
Manchester Capital Management
Vermont
$76K
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$75K +$51.1K +370 +233%
VBCG
824
Valley Brook Capital Group
Pennsylvania
$75K +$73.9K +535 New
AWM
825
Atticus Wealth Management
Florida
$74K -$2.9K -21 -4%

DLR Hedge Fund Activity: Q1 2021 in Review

933 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2021, worth a combined $38.6B — up 3.3% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new DLR positions and 96 closed out — a net gain of 6 holders — while 427 added to existing stakes and 283 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $662M. The largest seller was Bank of America, cutting an estimated $364M.

  • 933 institutional investors held Digital Realty Trust (DLR) as of Q1 2021, up from 932 in Q4 2020.
  • Funds reported $38.6B of Digital Realty Trust stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 102 funds opened new Digital Realty Trust positions in Q1 2021 and 96 closed out, a net change of +6 holders.
  • The largest Digital Realty Trust buyer in Q1 2021 was Cohen & Steers, an estimated $662M added.
  • The largest Digital Realty Trust seller in Q1 2021 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2021.