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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
RA
901
Resolute Advisors
California
$8K +$9.95K +72 New
BWP
902
Baldwin Wealth Partners
Massachusetts
$7K
WP
903
WealthShield Partners
North Carolina
$7K +$7.19K +52 New
KFP
904
KB Financial Partners
New Jersey
$6K +$6.08K +44 New
NIC
905
Northwest Investment Counselors
Oregon
$6K +$6.08K +44 New
CFO
906
CVA Family Office
Colorado
$6K +$6.22K +45 New
AWM
907
Accel Wealth Management
Iowa
$5K
EI
908
Ellevest Inc
New York
$5K
FF
909
FourThought Financial
Florida
$5K
MHR
910
Matthew Hamilton Rosenberg
$5K
NFSG
911
Newbridge Financial Services Group
Florida
$5K +$4.98K +36 New
TFS
912
TrustCore Financial Services
Tennessee
$4K -$15.1K -109 -78%
EWA
913
Evolution Wealth Advisors
Florida
$4K
HS
914
Horan Securities
United States
$4K +$415 +3 +14%
SFSIG
915
San Francisco Sentry Investment Group
California
$4K +$1.66K +12 +92%
BWM
916
Baystate Wealth Management
Massachusetts
$3K -$2.63K -19 -46%
JWM
917
Janiczek Wealth Management
Colorado
$3K -$1.38K -10 -30%
ME
918
McIlrath & Eck
Washington
$3K
DI
919
Disciplined Investments
Oklahoma
$3K +$2.76K +20 New
MWP
920
Meridian Wealth Partners
Pennsylvania
$3K +$2.9K +21 New
BWM
921
BerganKDV Wealth Management
Minnesota
$2K -$829 -6 -30%
ADIM
922
Alpha DNA Investment Management
Maryland
$2K
HR
923
Howe & Rusling
New York
$2K
IFAM
924
Institutional & Family Asset Management
Colorado
$2K
SFO
925
Standard Family Office
South Dakota
$2K

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.