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Digital Realty Trust

914 hedge funds and large institutions have $29B invested in Digital Realty Trust in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 387 increasing their positions, 335 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 335

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.49% more ownership

Funds ownership: 100.47%101.96% (+1.5%)

2% more capital invested

Capital invested by funds: $28.6B → $29B (+$436M)

5% less funds holding

Funds holding: 964914 (-50)

26% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 107

49% less call options, than puts

Call options by funds: $167M | Put options by funds: $325M

Holders
914
Holders Change
-50
Holders Change %
-5.19%
% of All Funds
14.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
79
Increased
387
Reduced
335
Closed
107
Calls
$167M
Puts
$325M
Net Calls
-$159M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
251
Verition Fund Management
Connecticut
$4.35M +$3.19M +30,261 +217%
AAS
252
Avantax Advisory Services
Texas
$4.33M +$606K +5,753 +15%
PDN
253
Pensionfund DSM Netherlands
Netherlands
$4.26M
LWM
254
Lyell Wealth Management
California
$4.24M -$193K -1,827 -4%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$4.23M +$4.53M +42,988 New
HNB
256
Huntington National Bank
Ohio
$4.05M +$3.48K +33 +0.1%
MOACM
257
Mutual of America Capital Management
New York
$4.04M +$7.38K +70 +0.2%
NGA
258
Naples Global Advisors
Florida
$4.01M +$11.2K +106 +0.3%
IIM
259
Intact Investment Management
Quebec, Canada
$3.99M -$622K -5,900 -13%
OAM
260
Oppenheimer Asset Management
New York
$3.98M +$519K +4,921 +14%
NIA
261
NIA Impact Advisors
California
$3.98M -$75.6K -717 -2%
CTA
262
Colonial Trust Advisors
South Carolina
$3.97M -$187K -1,777 -4%
SIP
263
Stoneridge Investment Partners
Pennsylvania
$3.95M -$180K -1,704 -4%
SSA
264
Schonfeld Strategic Advisors
New York
$3.94M -$14.6M -138,179 -78%
II
265
Inspire Investing
Idaho
$3.91M +$503K +4,769 +14%
ACIM
266
Azimuth Capital Investment Management
Michigan
$3.91M +$165K +1,565 +4%
SI
267
Stephens Inc
Arkansas
$3.91M +$116K +1,102 +3%
TC
268
TownSquare Capital
Utah
$3.84M +$237K +2,249 +6%
PCM
269
Poehling Capital Management
Wisconsin
$3.83M +$165K +1,569 +2%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$3.81M -$269K -2,549 -6%
WHG
271
Westwood Holdings Group
Texas
$3.81M +$3.66M +34,746 +864%
GIBU
272
Gulf International Bank (UK)
United Kingdom
$3.72M -$1.04M -9,874 -21%
MML Investors Services
273
MML Investors Services
Massachusetts
$3.58M -$813K -7,715 -17%
X
274
Xponance
Pennsylvania
$3.57M +$108K +1,025 +3%
EIA
275
Edgemoor Investment Advisors
Maryland
$3.51M +$247K +2,342 +7%

DLR Hedge Fund Activity: Q1 2023 in Review

914 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2023, worth a combined $29B — up 1.5% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of DLR and 79 opened new positions — a net loss of 28 holders — while 335 trimmed existing stakes and 387 added.

The largest buyer was Cohen & Steers, adding an estimated $401M. The largest seller was Capital Research Global Investors, cutting an estimated $103M.

  • 914 institutional investors held Digital Realty Trust (DLR) as of Q1 2023, down from 964 in Q4 2022.
  • Funds reported $29B of Digital Realty Trust stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 79 funds opened new Digital Realty Trust positions in Q1 2023 and 107 closed out, a net change of -28 holders.
  • The largest Digital Realty Trust buyer in Q1 2023 was Cohen & Steers, an estimated $401M added.
  • The largest Digital Realty Trust seller in Q1 2023 was Capital Research Global Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2023.