Digital Realty Trust
About: Digital Realty owns and operates over 300 data centers worldwide. It has nearly 40 million rentable square feet across five continents. Digital's offerings range from retail co-location, where an enterprise may rent a single cabinet and rely on Digital to provide all the accommodations, to "cold shells," where hyperscale cloud service providers can simply rent much, or all, of a barren, power-connected building. In recent years, Digital Realty has de-emphasized cold shells and now primarily provides higher-level service to tenants, which outsource their related IT needs to Digital. The company operates as a real estate investment trust.
Employees: 3,936
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
34% more repeat investments, than reductions
Existing positions increased: 494 | Existing positions reduced: 370
10% more call options, than puts
Call options by funds: $377M | Put options by funds: $342M
4% less funds holding
Funds holding: 1,192 [Q4 2024] → 1,144 (-48) [Q1 2025]
6.94% less ownership
Funds ownership: 98.63% [Q4 2024] → 91.69% (-6.94%) [Q1 2025]
14% less first-time investments, than exits
New positions opened: 128 | Existing positions closed: 148
24% less capital invested
Capital invested by funds: $58B [Q4 2024] → $44.2B (-$13.9B) [Q1 2025]
34% less funds holding in top 10
Funds holding in top 10: 29 [Q4 2024] → 19 (-10) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Oppenheimer Timothy Horan | 15%upside $200 | Outperform Initiated | 14 May 2025 |
Truist Securities Anthony Hau | 5%upside $184 | Buy Maintained | 12 May 2025 |
JMP Securities Greg Miller | 26%upside $220 | Market Outperform Reiterated | 28 Apr 2025 |
Jefferies Jonathan Petersen | 11%upside $193 | Buy Maintained | 25 Apr 2025 |
Scotiabank Maher Yaghi | 18%upside $206 | Sector Outperform Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 10 articles about DLR published over the past 30 days









