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Digital Realty Trust

1,047 hedge funds and large institutions have $44.8B invested in Digital Realty Trust in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 415 increasing their positions, 394 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 89

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

5% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 394

5% more capital invested

Capital invested by funds: $42.7B → $44.8B (+$2.1B)

1% more funds holding

Funds holding: 1,0391,047 (+8)

4.93% less ownership

Funds ownership: 104.65%99.72% (-4.9%)

48% less call options, than puts

Call options by funds: $328M | Put options by funds: $634M

Holders
1,047
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.08%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
108
Increased
415
Reduced
394
Closed
89
Calls
$328M
Puts
$634M
Net Calls
-$306M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
601
Gerber Kawasaki Wealth & Investment Management
California
$708K +$390K +2,760 +128%
IMCOOI
602
Investment Management Corp of Ontario (IMCO)
Canada
$704K -$311K -2,200 -31%
HCM
603
HGI Capital Management
New York
$699K -$1.2M -8,481 -64%
PS
604
Principal Securities
Iowa
$696K +$68.3K +483 +11%
QCM
605
Quantinno Capital Management
New York
$694K +$135K +958 +25%
MBT
606
Montecito Bank & Trust
California
$689K -$2.83K -20 -0.4%
HAG
607
HighPoint Advisor Group
Illinois
$688K -$33.8K -239 -5%
WANY
608
Wealthspire Advisors (New York)
New York
$685K -$14K -99 -2%
HPG
609
Harvest Portfolios Group
Ontario, Canada
$681K +$202K +1,426 +43%
JIR
610
James Investment Research
Ohio
$680K -$39.7K -281 -6%
CL
611
Choreo LLC
Illinois
$677K -$14.1K -100 -2%
PA
612
Profund Advisors
Maryland
$675K -$67.3K -476 -9%
SCM
613
Schnieders Capital Management
California
$672K -$4.38K -31 -0.7%
LNC
614
Lincoln National Corp
Pennsylvania
$671K +$8.62K +61 +1%
MCM
615
McKinley Capital Management
Alaska
$669K +$656K +4,644 New
Federated Hermes
616
Federated Hermes
Pennsylvania
$666K +$91K +644 +16%
EF
617
Empowered Funds
Pennsylvania
$664K +$117K +826 +22%
CCA
618
Checchi Capital Advisers
California
$660K +$27.6K +195 +4%
AAB
619
ABN AMRO Bank
Netherlands
$660K -$321K -2,270 -33%
MAS
620
Meeder Advisory Services
Ohio
$660K +$42.8K +303 +7%
WT
621
Whittier Trust
California
$657K +$565 +4 +0.1%
NW
622
NewEdge Wealth
Pennsylvania
$654K +$424K +3,002 +180%
IWM
623
IHT Wealth Management
Illinois
$653K +$72.6K +514 +13%
BA
624
Bridgewater Associates
Connecticut
$652K -$590K -4,178 -48%
FIM
625
Freedom Investment Management
Connecticut
$647K -$98.9K -700 -13%

DLR Hedge Fund Activity: Q1 2024 in Review

1,047 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2024, worth a combined $44.8B — up 4.9% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DLR positions and 89 closed out — a net gain of 19 holders — while 415 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Morgan Stanley, cutting an estimated $574M.

  • 1,047 institutional investors held Digital Realty Trust (DLR) as of Q1 2024, up from 1,039 in Q4 2023.
  • Funds reported $44.8B of Digital Realty Trust stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 108 funds opened new Digital Realty Trust positions in Q1 2024 and 89 closed out, a net change of +19 holders.
  • The largest Digital Realty Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $281M added.
  • The largest Digital Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $574M sold.

Based on aggregated 13F filings for Q1 2024.