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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
AI
401
Atria Investments
North Carolina
$1.42M -$241K -2,285 -14%
RJT
402
Raymond James Trust
Florida
$1.41M -$327K -3,100 -18%
BCM
403
Bayesian Capital Management
New York
$1.41M +$1.51M +14,300 New
RA
404
RFG Advisory
Alabama
$1.4M +$6.54K +62 +0.4%
PFO
405
Pathstone Family Office
New Jersey
$1.4M -$3.21M -30,476 -68%
EWM
406
Endurance Wealth Management
Rhode Island
$1.4M -$184K -1,745 -11%
LMGAM
407
Liberty Mutual Group Asset Management
Massachusetts
$1.4M +$59K +560 +4%
EGM
408
Engineers Gate Manager
New York
$1.39M +$1.49M +14,181 New
Credit Agricole
409
Credit Agricole
France
$1.39M -$200K -1,895 -12%
AWAU
410
Alliance Wealth Advisors (Utah)
Utah
$1.39M +$75.4K +715 +5%
SVWAG
411
Sound View Wealth Advisors Group
Georgia
$1.39M -$338K -3,206 -19%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$1.39M -$113K -1,074 -7%
TCOT
413
Trust Company of Toledo
Ohio
$1.39M +$70.8K +672 +5%
CA
414
CGN Advisors
Kansas
$1.37M +$172K +1,630 +13%
IIM
415
InTrack Investment Management
Vermont
$1.36M +$354K +3,358 +30%
FRA
416
Front Row Advisors
California
$1.35M -$34.8K -330 -2%
SPC
417
Sigma Planning Corp
Michigan
$1.35M +$18.8K +178 +1%
Wolverine Trading
418
Wolverine Trading
Illinois
$1.34M +$462K +4,379 +44%
MSAM
419
Moloney Securities Asset Management
Missouri
$1.34M +$598K +5,674 +72%
DCM
420
Delta Capital Management
New Jersey
$1.33M +$164K +1,560 +13%
AI
421
AXS Investments
New York
$1.33M -$52.2K -495 -4%
TFCM
422
Taylor Frigon Capital Management
Arizona
$1.33M +$7.49K +71 +0.5%
API
423
Advisor Partners II
California
$1.32M -$265K -2,515 -16%
AIP
424
Ameritas Investment Partners
Nebraska
$1.32M
NMERB
425
New Mexico Educational Retirement Board
New Mexico
$1.31M -$42.2K -400 -3%

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.