We are live on ! Find out more
DLR icon

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
FPGK
801
Financial Partners Group (Kansas)
Kansas
$208K +$1.73K +11 +0.8%
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$207K +$119K +760 +112%
EIA
803
Edgemoor Investment Advisors
Maryland
$206K -$47.7K -304 -18%
CT
804
Chicago Trust
Illinois
$206K
FI
805
Fosun International
China
$205K
MSFS
806
Main Street Financial Solutions
Pennsylvania
$204K +$8.47K +54 +4%
VCA
807
Verdence Capital Advisors
Maryland
$204K +$222K +1,414 New
MW
808
Marcum Wealth
Ohio
$203K -$140K -895 -39%
GBT
809
Grove Bank & Trust
Florida
$203K +$221K +1,406 New
KWM
810
Kingsview Wealth Management
Oregon
$202K -$69K -440 -24%
HPWA
811
Hall Private Wealth Advisors
North Carolina
$202K
MFGM
812
Marshall Financial Group (Maryland)
Maryland
$201K +$219K +1,394 New
APP
813
Alpha Paradigm Partners
Illinois
$197K
MC
814
Muzinich & Co
New York
$197K
BU
815
BBVA USA
Alabama
$194K +$1.1K +7 +0.5%
TWI
816
Thomas White International
Illinois
$192K
SFM
817
Systematic Financial Management
New Jersey
$190K
BCM
818
Bourgeon Capital Management
Connecticut
$188K
CF
819
Centaurus Financial
California
$182K -$25.1K -160 -11%
JGIA
820
Jackson Grant Investment Advisers
Connecticut
$174K
Simplex Trading
821
Simplex Trading
Illinois
$162K +$1.88K +12 +1%
OIA
822
Optimum Investment Advisors
Illinois
$159K
GC
823
Garde Capital
Washington
$157K
Lazard Asset Management
824
Lazard Asset Management
New York
$154K -$273K -1,743 -62%
FGAM
825
Financial Gravity Asset Management
Texas
$151K

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.