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Digital Realty Trust
DLR

Overview Fund Activity

909 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, 386 increasing their positions, 332 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-50
Holders Change %
-5.21%
% of All Funds
14.55%
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
386
Reduced
332
Closed
107
Calls
$167M
Puts
$325M
Net Calls
-$159M
Net Calls Change
-$20.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$374M
2
Norges Bank
Norges Bank
Norway
+$133M
3
Amundi
Amundi
France
+$88.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$79.6M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$70.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$96.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$75.1M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$56.6M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$45.8M
5
Swedbank
Swedbank
Sweden
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
501
Horst & Graben Wealth Management
Oregon
$763K – – –
PAG
502
Private Advisor Group
New Jersey
$753K +$753K +7,657 New
BOPW
503
Brandywine Oak Private Wealth
Pennsylvania
$752K -$131K -1,328 -15%
NSB
504
Norway Savings Bank
Maine
$746K +$11.8K +120 +2%
KA
505
Kintegral Advisory
New York
$729K -$39.1K -398 -5%
MCM
506
MAI Capital Management
Ohio
$728K -$113K -1,153 -13%
AWS
507
Atria Wealth Solutions
New York
$726K -$266K -2,705 -27%
NA
508
NewEdge Advisors
Louisiana
$722K +$5.01K +51 +0.7%
MCM
509
Mainstay Capital Management
Michigan
$720K -$43.3K -440 -6%
FIM
510
Freedom Investment Management
Connecticut
$717K -$33.7K -343 -4%
JIR
511
James Investment Research
Ohio
$714K -$8.65K -88 -1%
GLR
512
Great Lakes Retirement
Ohio
$706K +$67.2K +684 +11%
KIA
513
Knollwood Investment Advisory
Maryland
$702K – – –
CA
514
Commerzbank Aktiengesellschaft
Germany
$702K -$367K -3,735 -34%
CAM
515
Carret Asset Management
New York
$702K +$983 +10 +0.1%
IAA
516
Independent Advisor Alliance
North Carolina
$698K +$698K +7,096 New
SSWM
517
Smith Salley Wealth Management
North Carolina
$697K -$2.21M -22,484 -76%
JIC
518
Johnson Investment Counsel
Ohio
$693K +$421K +4,285 +155%
OPS
519
Orion Portfolio Solutions
Nebraska
$684K +$315K +3,204 +85%
BCI
520
Brinker Capital Investments
Pennsylvania
$684K +$327K +3,327 +92%
MNBTD
521
Moody National Bank Trust Division
Texas
$662K – – –
BFA
522
BBJS Financial Advisors
Washington
$662K +$176K +1,792 +36%
FSA
523
Fort Sheridan Advisors
Illinois
$658K +$106K +1,077 +19%
PI
524
PFG Investments
New York
$658K +$658K +6,689 New
BJL
525
Brighton Jones LLC
Washington
$653K +$7.67K +78 +1%
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