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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
EDRH
851
Edmond de Rothschild Holding
Switzerland
$87K +$94.1K +600 New
Koshinski Asset Management
852
Koshinski Asset Management
Illinois
$84.4K +$91.6K +584 New
CHA
853
Carmichael Hill & Associates
Maryland
$82K
MWA
854
Moser Wealth Advisors
Washington
$82K
WTC
855
WhitTier Trust Company
Nevada
$80K
MCM
856
Manchester Capital Management
Vermont
$78K
KTC
857
Kistler-Tiffany Companies
Pennsylvania
$76K
HPC
858
HM Payson & Co
Maine
$72K
SM
859
SG3 Management
Puerto Rico
$72K +$78.4K +500 New
CCM
860
Covington Capital Management
California
$69K +$15.7K +100 +27%
FP
861
Financial Perspectives
Minnesota
$68.2K
GRP
862
Global Retirement Partners
California
$68K -$1.1K -7 -1%
EL
863
EMFO LLC
Florida
$68K
LC
864
Lindbrook Capital
California
$68K +$1.41K +9 +2%
AssetMark Inc
865
AssetMark Inc
California
$66K -$435K -2,775 -86%
CWP
866
Concord Wealth Partners
Virginia
$66K -$67.1K -428 -48%
PH
867
Pinnacle Holdings
Oklahoma
$65.7K +$71.4K +455 New
O
868
Ossiam
France
$65K -$1.31M -8,343 -95%
EW
869
Evoke Wealth
California
$63K -$314 -2 -0.5%
AWM
870
Atticus Wealth Management
Florida
$61K -$16.5K -105 -20%
CFA
871
Carroll Financial Associates
North Carolina
$59K +$314 +2 +0.5%
FHA
872
First Horizon Advisors
Tennessee
$59K +$5.65K +36 +10%
LAS
873
Lloyd Advisory Services
Georgia
$58K
First Manhattan
874
First Manhattan
New York
$57K
GEA
875
Glen Eagle Advisors
New Jersey
$56.1K +$157 +1 +0.3%

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.