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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
91% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 74
40% more funds holding in top 10
Funds holding in top 10: 20 [Q1] → 28 (+8) [Q2]
29% more capital invested
Capital invested by funds: $44.3B [Q1] → $57.1B (+$12.9B) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 476 | Existing positions reduced: 410
5.67% more ownership
Funds ownership: 91.88% [Q1] → 97.55% (+5.67%) [Q2]
3% more funds holding
Funds holding: 1,157 [Q1] → 1,192 (+35) [Q2]
26% less call options, than puts
Call options by funds: $263M | Put options by funds: $353M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Barclays
Brendan Lynch
|
15%
downside
$141
|
Underweight
Maintained
|
20 Aug 2025 |
Truist Securities
Anthony Hau
|
18%
upside
$199
|
Buy
Maintained
|
30 Jul 2025 |
Citigroup
Michael Rollins
|
19%
upside
$200
|
Buy
Maintained
|
28 Jul 2025 |
Raymond James
Frank Louthan
|
22%
upside
$205
|
Strong Buy
Maintained
|
25 Jul 2025 |
Stifel
Erik Rasmussen
|
22%
upside
$205
|
Buy
Maintained
|
25 Jul 2025 |
Wells Fargo
Eric Luebchow
|
16%
upside
$195
|
Overweight
Maintained
|
25 Jul 2025 |
Mizuho
Omotayo Okusanya
|
13%
upside
$191
|
Outperform
Maintained
|
17 Jun 2025 |
Financial journalist opinion
Based on 8 articles about DLR published over the past 30 days