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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
CMA
951
Cedar Mountain Advisors
Oregon
$7K +$7.06K +45 New
OSNBOA
952
Old Second National Bank of Aurora
Illinois
$7K +$7.21K +46 New
AIM
953
Anchor Investment Management
South Carolina
$6.36K
JWM
954
Janiczek Wealth Management
Colorado
$6K -$2.04K -13 -24%
AWM
955
Accel Wealth Management
Iowa
$6K
CTB
956
Country Trust Bank
Illinois
$6K
GLLW
957
Graves Light Lenhart Wealth
Virginia
$6K +$6.27K +40 New
MA
958
MUFG Americas
New York
$6K +$6.9K +44 New
BA
959
Bellwether Advisors
Nebraska
$6K +$7.21K +46 New
NFSG
960
Newbridge Financial Services Group
Florida
$5K -$1.73K -11 -23%
FF
961
FourThought Financial
Florida
$5K
EI
962
Ellevest Inc
New York
$5K +$314 +2 +6%
TFS
963
TrustCore Financial Services
Tennessee
$4K -$8.16K -52 -63%
CCC
964
Crescent Capital Consulting
Louisiana
$4K
EWA
965
Evolution Wealth Advisors
Florida
$4K
BFC
966
Bedel Financial Consulting
Indiana
$4K +$4.24K +27 New
DI
967
Disciplined Investments
Oklahoma
$3K
ME
968
McIlrath & Eck
Washington
$3K
HFM
969
Hartford Financial Management
Connecticut
$3K +$3.45K +22 New
ACA
970
Atlas Capital Advisors
Wyoming
$2.89K
HR
971
Howe & Rusling
New York
$2K
IFAM
972
Institutional & Family Asset Management
Colorado
$2K
TCM
973
Tradewinds Capital Management
Washington
$2K
BWM
974
BerganKDV Wealth Management
Minnesota
$2K +$314 +2 +14%
VCM
975
Versant Capital Management
Arizona
$2K +$471 +3 +38%

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.