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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: 931933 (+2)

Holders
933
Holders Change
+2
Holders Change %
+0.21%
% 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
TW
1001
TrinityPoint Wealth
Connecticut
-$202K -1,388 Closed
OPW
1002
Oxler Private Wealth
New York
-$167K -1,200 Closed
CAAS
1003
Capital Asset Advisory Services
Michigan
-$143K -1,017 Closed
CCA
1004
Column Capital Advisors
Indiana
-$140K -1,000 Closed
PS
1005
Planned Solutions
California
-$140K -1,000 Closed
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
-$127K -913 Closed
CIC
1007
Crawford Investment Counsel
Georgia
-$123K -881 Closed
TI
1008
tru Independence
Oregon
-$68 -487 Closed
FCH
1009
Freestone Capital Holdings
Washington
-$51.5K -369 Closed
PWM
1010
Perigon Wealth Management
California
-$50K -361 Closed
CHC
1011
City Holding Co
West Virginia
-$43K -311 Closed
MIM
1012
Merrion Investment Management
New Jersey
-$32K -228 Closed
CCC
1013
Crescent Capital Consulting
Louisiana
-$30K -213 Closed
ICP
1014
Interchange Capital Partners
Pennsylvania
-$28K -202 Closed
HFS
1015
HBC Financial Services
Washington
-$27K -200 Closed
TFA
1016
Toth Financial Advisory
Virginia
-$28K -200 Closed
LWA
1017
Lenox Wealth Advisors
New York
-$17K -124 Closed
VCM
1018
Vigilant Capital Management
Maine
-$17K -120 Closed
AWG
1019
Altus Wealth Group
Colorado
-$10K -70 Closed
TIAM2
1020
Tru Independence Asset Management 2
Oregon
-$9K -64 Closed
LGA
1021
Lebenthal Global Advisors
New York
-$8K -60 Closed
GLLW
1022
Graves Light Lenhart Wealth
Virginia
-$5K -35 Closed
MS
1023
Marshall & Sullivan
Washington
-$239 -33 Closed
IA
1024
Inspire Advisors
Idaho
-$4K -31 Closed
SIAG
1025
Safeguard Investment Advisory Group
California
-$3K -23 Closed

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 931 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.