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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 %
PWPS
526
Pinnacle Wealth Planning Services
Ohio
$647K +$647K +6,583 New
HTHT
527
Hemenway Trust Hemenway Trust
New Hampshire
$646K – – –
HPG
528
Harvest Portfolios Group
Ontario, Canada
$644K -$48.4K -492 -7%
ETC
529
Exchange Traded Concepts
Oklahoma
$643K +$572K +5,815 +799%
CCM
530
CAAS Capital Management
New York
$639K +$639K +6,500 New
HIMC
531
Heritage Investors Management Corp
Maryland
$639K -$5.31K -54 -0.8%
GIA
532
Gladstone Institutional Advisory
Florida
$639K +$87.7K +892 +16%
WWM
533
Western Wealth Management
Colorado
$625K +$196K +1,993 +46%
AF
534
Aldebaran Financial
$621K -$579K -5,885 -48%
SS
535
Simplicity Solutions
Minnesota
$621K +$387K +3,938 +166%
BFG
536
Bleakley Financial Group
New Jersey
$620K +$6.69K +68 +1%
PPWM
537
Paragon Private Wealth Management
Kentucky
$618K +$178K +1,807 +40%
JCM
538
Jacobi Capital Management
Pennsylvania
$609K +$52.9K +538 +10%
O
539
Ossiam
France
$599K +$183K +1,860 +44%
PK
540
Pflug Koory
Nebraska
$596K -$7.87K -80 -1%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$591K -$31K -315 -5%
CA
542
Cetera Advisors
Colorado
$581K -$123K -1,253 -17%
TMAM
543
Tokio Marine Asset Management
Japan
$573K +$92.9K +945 +19%
MCCP
544
Mission Creek Capital Partners
California
$570K -$119K -1,210 -17%
Lazard Asset Management
545
Lazard Asset Management
New York
$570K -$4.36M -44,400 -88%
AG
546
Advocate Group
Minnesota
$562K -$144K -1,467 -20%
GHAM
547
Gilman Hill Asset Management
Connecticut
$561K -$98.8K -1,005 -15%
WANY
548
Wealthspire Advisors (New York)
New York
$560K -$84.6K -861 -13%
BCV
549
Banque Cantonale Vaudoise
Switzerland
$560K – – –
RP
550
Rowlandmiller & Partners
Georgia
$558K +$16.4K +167 +3%
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