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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
PI
526
PFG Investments
New York
$658K +$705K +6,689 New
BJL
527
Brighton Jones LLC
Washington
$653K +$8.22K +78 +1%
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$647K +$694K +6,583 New
HTHT
529
Hemenway Trust Hemenway Trust
New Hampshire
$646K
HPG
530
Harvest Portfolios Group
Ontario, Canada
$644K -$51.9K -492 -7%
ETC
531
Exchange Traded Concepts
Oklahoma
$643K +$613K +5,815 +799%
CCM
532
CAAS Capital Management
New York
$639K +$685K +6,500 New
HIMC
533
Heritage Investors Management Corp
Maryland
$639K -$5.69K -54 -0.8%
GIA
534
Gladstone Institutional Advisory
Florida
$639K +$94K +892 +16%
WWM
535
Western Wealth Management
Colorado
$625K +$210K +1,993 +46%
AF
536
Aldebaran Financial
$621K -$620K -5,885 -48%
SS
537
Simplicity Solutions
Minnesota
$621K +$415K +3,938 +166%
BFG
538
Bleakley Financial Group
New Jersey
$620K +$7.17K +68 +1%
PPWM
539
Paragon Private Wealth Management
Kentucky
$618K +$190K +1,807 +40%
JCM
540
Jacobi Capital Management
Pennsylvania
$609K +$56.7K +538 +10%
O
541
Ossiam
France
$599K +$196K +1,860 +44%
PK
542
Pflug Koory
Nebraska
$596K -$8.43K -80 -1%
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$591K -$33.2K -315 -5%
CA
544
Cetera Advisors
Colorado
$581K -$132K -1,253 -17%
TMAM
545
Tokio Marine Asset Management
Japan
$573K +$99.6K +945 +19%
MCCP
546
Mission Creek Capital Partners
California
$570K -$128K -1,210 -17%
Lazard Asset Management
547
Lazard Asset Management
New York
$570K -$4.68M -44,400 -88%
AG
548
Advocate Group
Minnesota
$562K -$155K -1,467 -20%
GHAM
549
Gilman Hill Asset Management
Connecticut
$561K -$106K -1,005 -15%
WANY
550
Wealthspire Advisors (New York)
New York
$560K -$90.8K -861 -13%

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.