We are live on ! Find out more
DLR icon

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
KTM
276
Keeler Thomas Management
Utah
$3.44M +$3.02M +28,621 +452%
ESCM
277
Echo Street Capital Management
New York
$3.4M +$1.98M +18,777 +119%
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$3.39M -$341K -3,231 -9%
PP
279
Patten & Patten
Tennessee
$3.38M -$73.8K -700 -2%
CNB
280
Czech National Bank
Czech Republic
$3.33M +$22.9K +217 +0.6%
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$3.31M +$2.05M +19,439 +137%
Tudor Investment Corp
282
Tudor Investment Corp
Connecticut
$3.3M +$2.49M +23,612 +238%
SLA
283
Silver Lake Advisory
Utah
$3.29M +$3.53M +33,465 New
EWA
284
EP Wealth Advisors
California
$3.28M +$5.31M +50,363 +1,873%
SPIA
285
Steward Partners Investment Advisory
New York
$3.28M -$206K -1,958 -6%
Assenagon Asset Management
286
Assenagon Asset Management
Luxembourg
$3.26M +$1.89M +17,976 +118%
AFG
287
Albion Financial Group
Utah
$3.19M -$32.6K -309 -0.9%
CWM
288
Concentric Wealth Management
California
$3.17M +$40.1K +380 +1%
CS
289
Candriam SCA
Luxembourg
$3.16M -$18.2K -173 -0.5%
GAM
290
Gotham Asset Management
New York
$3.14M +$582K +5,521 +21%
FHC
291
Forest Hill Capital
Arkansas
$3.06M +$3.28M +31,100 New
Wealthfront Advisers
292
Wealthfront Advisers
California
$3.05M +$2.28M +21,597 +229%
GWMIA
293
Global Wealth Management Investment Advisory
Florida
$3.05M +$77K +730 +2%
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$3.03M +$648K +6,149 +25%
GCM
295
Garland Capital Management
Washington
$3.01M -$169K -1,607 -5%
UB
296
UMB Bank
Missouri
$3.01M +$731K +6,932 +29%
WAM
297
Weatherly Asset Management
California
$2.99M +$346K +3,286 +12%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$2.97M +$397K +3,767 +14%
SWMG
299
Signature Wealth Management Group
Georgia
$2.96M +$277K +2,627 +10%
PCM
300
Princeton Capital Management
New Jersey
$2.94M -$67K -636 -2%

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.