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Digital Realty Trust
DLR

Overview Fund Activity

1,060 hedge funds and large institutions have $49.4B invested in Digital Realty Trust in 2021 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 403 increasing their positions, 347 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+81
Holders Change %
+8.27%
% of All Funds
16.37%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
159
Increased
403
Reduced
347
Closed
67
Calls
$109M
Puts
$361M
Net Calls
-$253M
Net Calls Change
-$30.6M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.28B
2
Deutsche Bank
2
Deutsche Bank
Germany
$400M
3
BlackRock
3
BlackRock
New York
$4.79B
4
State Street
4
State Street
Massachusetts
$3.15B
5
HRES
5
Heitman Real Estate Securities
Illinois
$150M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.65B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$950M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$635K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$61.2M
5
Blackstone Inc
5
Blackstone Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
1101
Edmond de Rothschild Holding
Switzerland
– -$87K -600 Closed
SM
1102
SG3 Management
Puerto Rico
– -$72K -500 Closed
LWM
1103
Liberty Wealth Management
California
– -$49K -326 Closed
PMFA
1104
Plante Moran Financial Advisors
Michigan
– -$45K -310 Closed
RTL
1105
Red Tortoise LLC
Georgia
– -$26K -253 Closed
RCA
1106
Ranch Capital Advisors
Florida
– -$36K -252 Closed
KIG
1107
Kowal Investment Group
Wisconsin
– -$36K -252 Closed
BMD
1108
Better Money Decisions
New Mexico
– -$35K -240 Closed
BC
1109
Bartlett & Co
Ohio
– -$28K -193 Closed
BCWM
1110
Bartlett & Co Wealth Management
Ohio
– -$27.9K -193 Closed
PWA
1111
Phoenix Wealth Advisors
North Carolina
– -$26K -180 Closed
Acadian Asset Management
1112
Acadian Asset Management
Massachusetts
– -$24K -171 Closed
RIA
1113
RPG Investment Advisory
California
– -$19K -130 Closed
CHC
1114
City Holding Co
West Virginia
– -$18K -128 Closed
APWA
1115
Atlas Private Wealth Advisors
New Jersey
– -$17K -115 Closed
SAI
1116
Systematic Alpha Investments
New Jersey
– -$17K -109 Closed
TF
1117
Tompkins Financial
New York
– -$11K -75 Closed
RA
1118
Resolute Advisors
California
– -$10K -72 Closed
CFA
1119
Cahill Financial Advisors
Minnesota
– -$10K -68 Closed
LWCFA
1120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$8K -58 Closed
OSNBOA
1121
Old Second National Bank of Aurora
Illinois
– -$7K -46 Closed
MA
1122
MUFG Americas
New York
– -$6K -44 Closed
EWA
1123
Evolution Wealth Advisors
Florida
– -$4K -31 Closed
HFM
1124
Hartford Financial Management
Connecticut
– -$3K -22 Closed
VCM
1125
Vigilant Capital Management
Maine
– -$2K -17 Closed
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