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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 %
FTDI
501
First Trust Direct Indexing
Massachusetts
$849K +$39.2K +324 +5%
GPGA
502
Grandeur Peak Global Advisors
Utah
$840K +$38.6K +319 +5%
MCM
503
MAI Capital Management
Ohio
$837K -$44.3K -366 -5%
JCM
504
Jacobi Capital Management
Pennsylvania
$836K -$21.5K -178 -3%
PI
505
PFG Investments
New York
$835K +$8.96K +74 +1%
PF
506
Phoenix Financial
Israel
$834K -$656K -5,500 -44%
AAB
507
ABN AMRO Bank
Netherlands
$831K +$831K +6,856 New
BJL
508
Brighton Jones LLC
Washington
$825K +$20.2K +167 +3%
GHAM
509
Gilman Hill Asset Management
Connecticut
$824K +$71.4K +590 +9%
FC
510
Forte Capital
New York
$817K -$8.35K -69 -1%
JIR
511
James Investment Research
Ohio
$812K -$21.8K -180 -3%
SFP
512
Shepherd Financial Partners
Massachusetts
$807K +$13.4K +111 +2%
NS
513
NBC Securities
Alabama
$806K +$806K +6,666 New
KWA
514
Kingswood Wealth Advisors
California
$805K +$805K +6,650 New
Lido Advisors
515
Lido Advisors
California
$802K -$75.5K -624 -9%
IAA
516
Independent Advisor Alliance
North Carolina
$802K -$54.3K -449 -6%
BA
517
Bridgewater Associates
Connecticut
$800K +$101K +831 +14%
SCA
518
Snowden Capital Advisors
New York
$799K -$239K -1,971 -23%
FIM
519
Freedom Investment Management
Connecticut
$778K -$73.8K -610 -9%
GIA
520
Gladstone Institutional Advisory
Florida
$754K -$34.5K -285 -4%
HPG
521
Harvest Portfolios Group
Ontario, Canada
$730K -$99K -818 -12%
PK
522
Pflug Koory
Nebraska
$728K – – –
JFG
523
Jefferies Financial Group
New York
$723K +$259K +2,144 +56%
FF
524
Friedenthal Financial
New Jersey
$718K +$718K +5,933 New
BP
525
Ballentine Partners
Massachusetts
$711K +$29.8K +246 +4%
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