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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
IWC
476
Integrated Wealth Concepts
Massachusetts
$932K +$89.3K +847 +10%
BAM
477
Belpointe Asset Management
Nevada
$919K +$103K +974 +12%
DZ Bank
478
DZ Bank
Germany
$899K -$1.01M -9,604 -51%
RF
479
Robbins Farley
New Hampshire
$895K -$4.85K -46 -0.5%
RWA
480
River Wealth Advisors
Pennsylvania
$893K +$67.7K +642 +8%
SLI
481
Sumitomo Life Insurance
Japan
$890K -$9.8K -93 -1%
NMIMC
482
Northwestern Mutual Investment Management Company
Wisconsin
$888K +$2.74K +26 +0.3%
SF
483
Symphony Financial
Texas
$882K +$108K +1,023 +12%
DAC
484
Dividend Assets Capital
South Carolina
$878K
IMRF
485
Illinois Municipal Retirement Fund
Illinois
$874K
USCWA
486
U.S. Capital Wealth Advisors
Texas
$872K +$89.6K +850 +11%
TSS
487
Two Sigma Securities
New York
$855K +$447K +4,241 +95%
HNW
488
High Note Wealth
Minnesota
$849K +$12.2K +116 +1%
FTDI
489
First Trust Direct Indexing
Massachusetts
$830K -$95.7K -908 -10%
FC
490
Forte Capital
New York
$825K -$265K -2,512 -23%
Northwestern Mutual Wealth Management
491
Northwestern Mutual Wealth Management
Wisconsin
$807K -$77.7K -737 -8%
SCM
492
Schnieders Capital Management
California
$800K -$11.9K -113 -1%
RPCONE
493
Retirement Planning Company of New England
Rhode Island
$798K +$738 +7 +0.1%
LCM
494
Leisure Capital Management
California
$795K +$80.9K +767 +10%
Ensign Peak Advisors
495
Ensign Peak Advisors
Utah
$792K
CG
496
Caprock Group
Idaho
$787K +$405K +3,840 +92%
AAF
497
Andra AP-fonden
Sweden
$786K -$2.7M -25,600 -76%
PP
498
Prudential plc
United Kingdom
$785K +$38.8K +368 +5%
TCM
499
Telos Capital Management
California
$781K -$4.41M -41,804 -84%
CB
500
Commerce Bank
Missouri
$781K +$11.3K +107 +1%

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.