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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
KFC
426
Klingenstein Fields & Co
New York
$1.31M -$4.53K -43 -0.3%
CT
427
Colonial Trust
South Carolina
$1.31M +$3.9K +37 +0.3%
TRCT
428
Tower Research Capital (TRC)
New York
$1.3M +$735K +6,972 +112%
FCB
429
First County Bank
Connecticut
$1.28M +$416K +3,951 +43%
SFP
430
Shepherd Financial Partners
Massachusetts
$1.28M -$8.54K -81 -0.6%
NW
431
Naviter Wealth
Arkansas
$1.26M +$191K +1,813 +16%
Robeco Institutional Asset Management
432
Robeco Institutional Asset Management
Netherlands
$1.24M +$106K +1,005 +9%
HI
433
Harrington Investments
California
$1.23M -$71K -674 -5%
PVH
434
Psagot Value Holdings
Israel
$1.23M -$755K -7,165 -35%
E
435
Ergoteles
New York
$1.23M +$1.32M +12,519 New
RIL
436
Rothschild Investment LLC
Illinois
$1.23M +$916K +8,693 +230%
AFS
437
Access Financial Services
Minnesota
$1.21M +$209K +1,981 +19%
PL
438
Perpetual Ltd
Australia
$1.21M +$1.3M +12,335 New
WKWM
439
Walter & Keenan Wealth Management
Indiana
$1.21M -$48.7K -462 -4%
VU
440
Vanderbilt University
Tennessee
$1.2M +$56.1K +532 +5%
SW
441
SVB Wealth
Massachusetts
$1.18M -$133K -1,259 -9%
LF
442
Lantz Financial
Illinois
$1.18M -$66K -626 -5%
FWCM
443
Ferguson Wellman Capital Management
Oregon
$1.17M -$272K -2,576 -18%
CIM
444
CIM Investment Management
Pennsylvania
$1.17M +$62.8K +596 +5%
BPA
445
Beacon Pointe Advisors
California
$1.17M -$21.4K -203 -2%
CC
446
Cipher Capital
New York
$1.16M +$1.25M +11,838 New
SC
447
Stolper & Co
Oklahoma
$1.16M +$27.6K +262 +2%
BF
448
BOK Financial
Oklahoma
$1.16M -$5.38M -51,050 -81%
PFA
449
Pathway Financial Advisers
Indiana
$1.15M +$618K +5,867 +100%
EOJOAM
450
E. Ohman J:or Asset Management
Sweden
$1.15M

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.