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Digital Realty Trust

943 hedge funds and large institutions have $27.7B invested in Digital Realty Trust in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 409 increasing their positions, 339 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 339

0.76% more ownership

Funds ownership: 96.47%97.23% (+0.76%)

6% less funds holding

Funds holding: 1,000943 (-57)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $35.6B → $27.7B (-$7.95B)

42% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 118

70% less call options, than puts

Call options by funds: $109M | Put options by funds: $358M

Holders
943
Holders Change
-57
Holders Change %
-5.7%
% of All Funds
16.24%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
69
Increased
409
Reduced
339
Closed
118
Calls
$109M
Puts
$358M
Net Calls
-$250M
Net Calls Change
+$872K
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$5.54M -$31K -253 -0.5%
M
227
MOTCO
Texas
$5.48M +$243K +1,980 +4%
WBC
228
Westpac Banking Corp
Australia
$5.31M -$1.01M -8,257 -13%
YCM
229
Yousif Capital Management
Michigan
$5.3M +$26.2K +214 +0.4%
HPWA
230
Hall Private Wealth Advisors
North Carolina
$5.3M +$1.28M +10,458 +24%
NIA
231
NIA Impact Advisors
California
$5.29M +$920K +7,502 +16%
IIM
232
Intact Investment Management
Quebec, Canada
$5.25M +$711K +5,800 +12%
Osaic Holdings
233
Osaic Holdings
Arizona
$5.23M -$787K -6,413 -11%
Public Sector Pension Investment Board (PSP Investments)
234
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.23M +$3.11M +25,326 +92%
UIM
235
USS Investment Management
United Kingdom
$5.18M -$1.89M -15,398 -23%
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.09M -$6.2M -50,571 -50%
LWM
237
Lyell Wealth Management
California
$5.08M -$49.1K -400 -0.8%
DnB Asset Management
238
DnB Asset Management
Norway
$5.06M -$97.4K -794 -2%
URS
239
Utah Retirement Systems
Utah
$5.05M +$36.8K +300 +0.6%
Royal London Asset Management
240
Royal London Asset Management
United Kingdom
$4.88M -$592K -4,824 -9%
MDCM
241
Morgan Dempsey Capital Management
Wisconsin
$4.87M -$60.1K -490 -1%
MCM
242
Maryland Capital Management
Maryland
$4.84M +$108K +883 +2%
II
243
IFM Investors
Australia
$4.82M -$4.42K -36 -0.1%
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.82M +$120K +975 +2%
PCM
245
Penserra Capital Management
California
$4.77M -$360K -2,936 -6%
RBC
246
Romano Brothers & Co
Illinois
$4.75M +$5.87M +47,849 New
GIBU
247
Gulf International Bank (UK)
United Kingdom
$4.73M
CTA
248
Colonial Trust Advisors
South Carolina
$4.71M +$112K +911 +2%
ACA
249
Aptus Capital Advisors
Alabama
$4.69M +$5.8M +47,254 New
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$4.64M -$43K -351 -0.7%

DLR Hedge Fund Activity: Q3 2022 in Review

943 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2022, worth a combined $27.7B — down 22% from $35.6B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of DLR and 69 opened new positions — a net loss of 49 holders — while 339 trimmed existing stakes and 409 added.

The largest buyer was Cohen & Steers, adding an estimated $532M. The largest seller was Capital International Investors, cutting an estimated $581M.

  • 943 institutional investors held Digital Realty Trust (DLR) as of Q3 2022, down from 1,000 in Q2 2022.
  • Funds reported $27.7B of Digital Realty Trust stock for Q3 2022, down 22% quarter-over-quarter.
  • 69 funds opened new Digital Realty Trust positions in Q3 2022 and 118 closed out, a net change of -49 holders.
  • The largest Digital Realty Trust buyer in Q3 2022 was Cohen & Steers, an estimated $532M added.
  • The largest Digital Realty Trust seller in Q3 2022 was Capital International Investors, an estimated $581M sold.

Based on aggregated 13F filings for Q3 2022.