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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
PVM
626
Palogic Value Management
Texas
$339K -$31.6K -300 -8%
EWM
627
Evercore Wealth Management
New York
$339K +$40.5K +384 +13%
CA
628
Clearstead Advisors
Ohio
$336K +$8.96K +85 +3%
LCM
629
Landscape Capital Management
New Jersey
$334K -$508K -4,817 -59%
BTWM
630
Baker Tilly Wealth Management
Wisconsin
$332K +$4.32K +41 +1%
SA
631
Syntax Advisors
New York
$325K +$10.3K +98 +3%
VCG
632
Vantage Consulting Group
Virginia
$325K +$10.3K +98 +3%
DC
633
DeDora Capital
California
$325K -$309K -2,930 -47%
CW
634
CreativeOne Wealth
Kansas
$323K +$134K +1,270 +63%
PMA
635
Prudent Man Advisors
Illinois
$320K
OSAM
636
O'Shaughnessy Asset Management
Connecticut
$320K -$32K -304 -9%
FCM
637
Fourpath Capital Management
Oklahoma
$319K -$287K -2,726 -46%
PG
638
Patten Group
Tennessee
$318K -$99.3K -942 -23%
QCG
639
Quadrant Capital Group
Ohio
$316K +$62.6K +594 +23%
HKIMG
640
Hutchens & Kramer Investment Management Group
Indiana
$315K +$50.5K +479 +18%
PA
641
Procyon Advisors
Connecticut
$315K -$170K -1,613 -33%
VWA
642
Visionary Wealth Advisors
Illinois
$312K -$4.33M -41,111 -93%
BBA
643
BLB&B Advisors
Pennsylvania
$309K -$144K -1,364 -30%
IFG
644
Independent Financial Group
California
$304K -$489K -4,635 -60%
IWM
645
IHT Wealth Management
Illinois
$303K +$25K +237 +8%
IG
646
ING Group
Netherlands
$301K -$2.95K -28 -0.9%
BCM
647
BTC Capital Management
Iowa
$300K -$139K -1,314 -30%
IB
648
Intrust Bank
Kansas
$297K -$12K -114 -4%
AIS
649
American Investment Services
Massachusetts
$297K
OFW
650
Omnia Family Wealth
Florida
$295K

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.