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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 %
FUBT
601
First United Bank & Trust
Maryland
$487K +$27.8K +230 +6%
TP
602
Tranquility Partners
Tennessee
$484K +$242K +2,000 +100%
SAM
603
Sompo Asset Management
Japan
$477K -$848K -7,010 -64%
ETC
604
Exchange Traded Concepts
Oklahoma
$474K -$33K -273 -7%
DWT
605
Dorsey & Whitney Trust
South Dakota
$473K +$60.9K +503 +15%
PSF
606
Pacific Sun Financial
California
$467K -$13.9K -115 -3%
IWM
607
IHT Wealth Management
Illinois
$462K -$27.2K -225 -6%
GT
608
Greenleaf Trust
Michigan
$460K +$67.3K +556 +17%
MAS
609
Meeder Advisory Services
Ohio
$455K -$61.4K -507 -12%
PCIA
610
Prime Capital Investment Advisors
Kansas
$447K +$101K +836 +29%
BRWA
611
B. Riley Wealth Advisors
Florida
$443K +$44.9K +371 +11%
PTC
612
Private Trust Company
Ohio
$432K -$20.3K -168 -4%
VAM
613
Verity Asset Management
North Carolina
$431K +$57.5K +475 +15%
CW
614
CreativeOne Wealth
Kansas
$428K -$9.45K -78 -2%
AA
615
Antipodean Advisors
New York
$424K +$424K +3,500 New
CIC
616
Carnegie Investment Counsel
Ohio
$421K -$38.2K -316 -8%
GS
617
GTS Securities
New York
$416K +$165K +1,360 +65%
BFS
618
Bard Financial Services
Connecticut
$416K +$33.3K +275 +9%
BCM
619
Brookstone Capital Management
Illinois
$413K -$16.3M -140,875 -98%
JWCA
620
J.W. Coons Advisors
Ohio
$412K -$60.5K -500 -13%
WWM
621
Western Wealth Management
Colorado
$410K +$410K +3,390 New
QCM
622
QRG Capital Management
Illinois
$409K +$409K +3,384 New
FHA
623
Flagship Harbor Advisors
Massachusetts
$407K -$95.1K -786 -19%
AIS
624
American Investment Services
Massachusetts
$405K +$47K +388 +13%
WT
625
Whittier Trust
California
$404K +$3.63K +30 +0.9%
23 24
25
26 27