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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
GWS
901
Glassman Wealth Services
Virginia
$29K +$2.51K +16 +9%
MHR
902
Matthew Hamilton Rosenberg
$29K +$26.4K +168 +509%
BC
903
Bartlett & Co
Ohio
$28K -$627 -4 -2%
BCWM
904
Bartlett & Co Wealth Management
Ohio
$27.9K -$627 -4 -2%
PWA
905
Phoenix Wealth Advisors
North Carolina
$26K
TCWA
906
Ten Capital Wealth Advisors
Washington
$26K +$28.2K +180 New
RTL
907
Red Tortoise LLC
Georgia
$26K +$39.7K +253 New
Nisa Investment Advisors
908
Nisa Investment Advisors
Missouri
$25K +$452K +2,883 +2%
TWA
909
TCI Wealth Advisors
Arizona
$25K +$11.6K +74 +73%
PO
910
Private Ocean
California
$25K +$27.4K +175 New
Acadian Asset Management
911
Acadian Asset Management
Massachusetts
$24K -$1.86M -11,870 -99%
CFGS
912
Concourse Financial Group Securities
Alabama
$23K -$1.73K -11 -6%
GCM
913
Gables Capital Management
Florida
$23K
VNA
914
Valley National Advisers
Pennsylvania
$23K
PWMG
915
Prestige Wealth Management Group
New Jersey
$22K +$16.3K +104 +204%
PA
916
PSI Advisors
Florida
$22K +$23.5K +150 New
SIS
917
Sound Income Strategies
Florida
$21K -$1.1K -7 -5%
DAM
918
Delta Asset Management
Tennessee
$21K
CFD
919
Creative Financial Designs
Indiana
$20K
RIA
920
RPG Investment Advisory
California
$19K
MFA
921
McClarren Financial Advisors
Pennsylvania
$19K +$157 +1 +0.7%
TFIPS
922
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.8K
KFI
923
Key Financial Inc
Pennsylvania
$18K +$1.57K +10 +8%
BWM
924
Baystate Wealth Management
Massachusetts
$18K +$15.8K +101 +459%
CHC
925
City Holding Co
West Virginia
$18K +$20.1K +128 New

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.