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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
CWA
876
Clearview Wealth Advisors
Oregon
$49K -$8.16K -52 -13%
LWM
877
Liberty Wealth Management
California
$49K +$25.7K +164 +101%
SWA
878
SOA Wealth Advisors
New York
$48K +$471 +3 +0.9%
AF
879
Allworth Financial
California
$46K
COCM
880
Charter Oak Capital Management
New Hampshire
$46K
PMFA
881
Plante Moran Financial Advisors
Michigan
$45K +$48.6K +310 New
HWA
882
HHM Wealth Advisors
Tennessee
$44K -$1.57K -10 -3%
SIAP
883
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K
PFBT
884
Parkside Financial Bank & Trust
Missouri
$44K +$3.45K +22 +8%
SWM
885
Sugarloaf Wealth Management
Georgia
$43K +$157 +1 +0.3%
PCFFS
886
Pacific Center for Financial Services
California
$42K +$45.5K +290 New
AP
887
Arlington Partners
Alabama
$39K +$42.4K +270 New
GWSG
888
GPS Wealth Strategies Group
Colorado
$38K
RCA
889
Ranch Capital Advisors
Florida
$36K +$157 +1 +0.4%
KIG
890
Kowal Investment Group
Wisconsin
$36K +$39.5K +252 New
TFO
891
Tarbox Family Office
California
$35K -$471 -3 -1%
FPB
892
First PREMIER Bank
South Dakota
$35K
BMD
893
Better Money Decisions
New Mexico
$35K +$1.57K +10 +4%
ED
894
Exane Derivatives
France
$31.6K +$16.2K +103 +89%
CWC
895
Carolinas Wealth Consulting
North Carolina
$31K +$314 +2 +0.9%
SWA
896
Sutton Wealth Advisors
Florida
$30.2K +$1.1K +7 +3%
CTC
897
Central Trust Company
Missouri
$30K +$2.2K +14 +7%
APC
898
Aspire Private Capital
North Carolina
$30K +$32.5K +207 New
HCM
899
Horrell Capital Management
Arkansas
$29K
RIM
900
Rockbridge Investment Management
New York
$29K

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.