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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
LDFR
1026
Lehman & Derafelo Financial Resources
Pennsylvania
-$305K -2,024 Closed
BCM
1027
Bayesian Capital Management
New York
-$299K -1,984 Closed
LFAS
1028
Level Four Advisory Services
Texas
-$295K -1,962 Closed
JPG
1029
Jordan Park Group
California
-$284K -1,887 Closed
TSS
1030
Two Sigma Securities
New York
-$274K -1,819 Closed
DT
1031
Diversified Trust
Tennessee
-$256K -1,702 Closed
LOAMS
1032
Lombard Odier Asset Management (Switzerland)
Switzerland
-$256K -1,702 Closed
TCM
1033
Tuttle Capital Management
Connecticut
-$256K -1,700 Closed
NICM
1034
Neo Ivy Capital Management
New York
-$254K -1,690 Closed
JF
1035
JSF Financial
California
-$253K -1,680 Closed
TAM
1036
Tocqueville Asset Management
New York
-$229K -1,525 Closed
ACM
1037
Advisors Capital Management
New Jersey
-$213K -1,416 Closed
LWAM
1038
Legacy Wealth Asset Management
Minnesota
-$205K -1,361 Closed
WJWM
1039
Williams Jones Wealth Management
New York
-$203K -1,352 Closed
RPWA
1040
Regent Peak Wealth Advisors
Georgia
-$208K -1,348 Closed
WI
1041
WrapManager Inc
California
-$201K -1,336 Closed
FWM
1042
FFT Wealth Management
Pennsylvania
-$188K -1,248 Closed
BDS
1043
Banco de Sabadell
Florida
-$184K -1,216 Closed
TI
1044
tru Independence
Oregon
-$74K -493 Closed
NWM
1045
Navigation Wealth Management
Colorado
-$46K -306 Closed
NIM
1046
NuWave Investment Management
New Jersey
-$45K -299 Closed
SB
1047
Strategic Blueprint
Georgia
-$40K -265 Closed
CFO
1048
CVA Family Office
Colorado
-$29K -190 Closed
AA
1049
Argent Advisors
Louisiana
-$24K -160 Closed
EFSCE
1050
Enterprise Financial Services Corp (EFSC)
Missouri
-$12K -81 Closed

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.