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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
RCM
501
Raleigh Capital Management
North Carolina
$769K -$633K -6,001 -43%
RBFC
502
Roman Butler Fullerton & Co
Missouri
$768K -$20.2K -192 -2%
HGWM
503
Horst & Graben Wealth Management
Oregon
$763K
PAG
504
Private Advisor Group
New Jersey
$753K +$807K +7,657 New
BOPW
505
Brandywine Oak Private Wealth
Pennsylvania
$752K -$140K -1,328 -15%
NSB
506
Norway Savings Bank
Maine
$746K +$12.7K +120 +2%
KA
507
Kintegral Advisory
New York
$729K -$42K -398 -5%
MCM
508
MAI Capital Management
Ohio
$728K -$122K -1,153 -13%
AWS
509
Atria Wealth Solutions
New York
$726K -$285K -2,705 -27%
NA
510
NewEdge Advisors
Louisiana
$722K +$5.38K +51 +0.7%
MCM
511
Mainstay Capital Management
Michigan
$720K -$46.4K -440 -6%
FIM
512
Freedom Investment Management
Connecticut
$717K -$36.2K -343 -4%
JIR
513
James Investment Research
Ohio
$714K -$9.28K -88 -1%
GLR
514
Great Lakes Retirement
Ohio
$706K +$72.1K +684 +11%
KIA
515
Knollwood Investment Advisory
Maryland
$702K
CA
516
Commerzbank Aktiengesellschaft
Germany
$702K -$394K -3,735 -34%
CAM
517
Carret Asset Management
New York
$702K +$1.05K +10 +0.1%
IAA
518
Independent Advisor Alliance
North Carolina
$698K +$748K +7,096 New
SSWM
519
Smith Salley Wealth Management
North Carolina
$697K -$2.37M -22,484 -76%
JIC
520
Johnson Investment Counsel
Ohio
$693K +$452K +4,285 +155%
OPS
521
Orion Portfolio Solutions
Nebraska
$684K +$338K +3,204 +85%
BCI
522
Brinker Capital Investments
Pennsylvania
$684K +$351K +3,327 +92%
MNBTD
523
Moody National Bank Trust Division
Texas
$662K
BFA
524
BBJS Financial Advisors
Washington
$662K +$189K +1,792 +36%
FSA
525
Fort Sheridan Advisors
Illinois
$658K +$114K +1,077 +19%

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.