DLR icon

Digital Realty Trust
DLR

Overview Fund Activity

942 hedge funds and large institutions have $37.8B invested in Digital Realty Trust in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 354 increasing their positions, 346 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+25
Holders Change %
+2.73%
% of All Funds
15.02%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
100
Increased
354
Reduced
346
Closed
65
Calls
$331M
Puts
$933M
Net Calls
-$602M
Net Calls Change
-$57.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$488M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$198M
3
RC
Resolution Capital
Australia
+$147M
4
Millennium Management
Millennium Management
New York
+$132M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$118M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$776M
2
Citadel Advisors
Citadel Advisors
Florida
-$424M
3
CIM
Centersquare Investment Management
Pennsylvania
-$156M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$151M
5
UM
UniSuper Management
Australia
-$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
451
Peterson Wealth Management
Nevada
$1.24M +$986K +8,144 +388%
Cetera Investment Advisers
452
Cetera Investment Advisers
Illinois
$1.22M -$39.8K -329 -3%
PAS
453
Park Avenue Securities
New York
$1.21M +$1.21M +9,991 New
GA
454
GRS Advisors
Illinois
$1.2M -$21.4M -176,634 -95%
API
455
Advisor Partners II
California
$1.19M +$112K +929 +10%
TCOT
456
Trust Company of Toledo
Ohio
$1.18M -$65.6K -542 -5%
NMIMC
457
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M +$44.3K +366 +4%
CG
458
Caprock Group
Idaho
$1.15M +$160K +1,326 +16%
WAM
459
Werlinich Asset Management
Connecticut
$1.14M -$17.7K -146 -2%
USCWA
460
U.S. Capital Wealth Advisors
Texas
$1.13M +$34.3K +283 +3%
LB
461
Legacy Bridge
Iowa
$1.11M – – –
PAM
462
Panagora Asset Management
Massachusetts
$1.11M +$11.7K +97 +1%
PMA
463
Prudent Man Advisors
Illinois
$1.11M +$712K +5,885 +181%
AFG
464
Albion Financial Group
Utah
$1.1M -$1.47M -12,141 -57%
TCOV
465
Trust Company of Vermont
Vermont
$1.09M -$5.33K -44 -0.5%
AWM
466
Apollon Wealth Management
South Carolina
$1.08M +$115K +952 +12%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$87K +719 +9%
NSB
468
Norway Savings Bank
Maine
$1.06M +$75K +620 +8%
TCM
469
Telos Capital Management
California
$1.06M +$64.1K +530 +6%
CA
470
Cetera Advisors
Colorado
$1.05M +$333K +2,748 +46%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$1.04M +$87.1K +720 +9%
PCM
472
Penserra Capital Management
California
$1.02M -$5.77M -47,765 -85%
LCM
473
Leisure Capital Management
California
$1.02M +$13.2K +109 +1%
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$1.02M +$1.02M +8,396 New
IWC
475
Integrated Wealth Concepts
Massachusetts
$1.01M -$61.5K -508 -6%
17 18
19
20 21