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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
CWM
376
Chronos Wealth Management
Florida
$1.76M +$1.88M +17,860 New
CCIA
377
Cherry Creek Investment Advisors
Colorado
$1.72M -$88.9K -843 -5%
MOS
378
MGO One Seven
Ohio
$1.69M +$919K +8,718 +103%
CGH
379
Crossmark Global Holdings
Texas
$1.69M -$45.2K -429 -2%
FBT
380
First Bank & Trust
South Dakota
$1.68M +$481K +4,561 +36%
DPIM
381
Duff & Phelps Investment Management
Illinois
$1.64M +$701K +6,650 +66%
SIAG
382
Signet Investment Advisory Group
Rhode Island
$1.63M +$37K +351 +2%
HZ
383
Hixon Zuercher
Ohio
$1.62M -$894K -8,483 -34%
Allspring Global Investments
384
Allspring Global Investments
North Carolina
$1.62M -$609K -5,779 -26%
VI
385
Vestcor Inc
New Brunswick, Canada
$1.61M +$1M +9,508 +138%
EI
386
Ethic Inc
New York
$1.58M -$140K -1,326 -8%
BBVA
387
Banco Bilbao Vizcaya Argentaria
Spain
$1.58M +$569K +5,395 +50%
OAM
388
Ostrum Asset Management
France
$1.55M +$1.67M +15,796 New
CS
389
Capital Square
Tennessee
$1.55M +$68K +645 +4%
CB
390
CNB Bank
Pennsylvania
$1.54M +$94K +892 +6%
SBIA
391
Sheaff Brock Investment Advisors
Indiana
$1.49M +$3.27K +31 +0.2%
MIM
392
Marco Investment Management
Georgia
$1.47M +$7.91K +75 +0.5%
LIP
393
Lighthouse Investment Partners
Florida
$1.47M +$1.58M +15,000 New
WAM
394
Wolverine Asset Management
Illinois
$1.47M -$720K -6,831 -31%
FB
395
Fulton Bank
Pennsylvania
$1.46M -$5.8K -55 -0.4%
AAM
396
Advisors Asset Management
Colorado
$1.46M +$575K +5,457 +58%
LIM
397
Loudon Investment Management
New Hampshire
$1.46M +$765K +7,255 +96%
HAIM
398
Hunter Associates Investment Management
Pennsylvania
$1.46M -$109K -1,038 -7%
GAA
399
Green Alpha Advisors
Colorado
$1.45M +$289K +2,739 +23%
DEA
400
DoubleLine ETF Adviser
Florida
$1.42M +$183K +1,738 +14%

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.