DLR icon

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 %
CA
626
Clearstead Advisors
Ohio
$336K +$8.36K +85 +3%
LCM
627
Landscape Capital Management
New Jersey
$334K -$474K -4,817 -59%
BTWM
628
Baker Tilly Wealth Management
Wisconsin
$332K +$4.03K +41 +1%
VCG
629
Vantage Consulting Group
Virginia
$325K +$9.63K +98 +3%
SA
630
Syntax Advisors
New York
$325K +$9.63K +98 +3%
DC
631
DeDora Capital
California
$325K -$288K -2,930 -47%
CW
632
CreativeOne Wealth
Kansas
$323K +$125K +1,270 +63%
PMA
633
Prudent Man Advisors
Illinois
$320K – – –
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$320K -$29.9K -304 -9%
FCM
635
Fourpath Capital Management
Oklahoma
$319K -$268K -2,726 -46%
PG
636
Patten Group
Tennessee
$318K -$92.6K -942 -23%
QCG
637
Quadrant Capital Group
Ohio
$316K +$58.4K +594 +23%
HKIMG
638
Hutchens & Kramer Investment Management Group
Indiana
$315K +$47.1K +479 +18%
PA
639
Procyon Advisors
Connecticut
$315K -$159K -1,613 -33%
VWA
640
Visionary Wealth Advisors
Illinois
$312K -$4.04M -41,111 -93%
BBA
641
BLB&B Advisors
Pennsylvania
$309K -$134K -1,364 -30%
IWM
642
IHT Wealth Management
Illinois
$303K +$23.3K +237 +8%
IG
643
ING Group
Netherlands
$301K -$2.75K -28 -0.9%
BCM
644
BTC Capital Management
Iowa
$300K -$129K -1,314 -30%
IB
645
Intrust Bank
Kansas
$297K -$11.2K -114 -4%
AIS
646
American Investment Services
Massachusetts
$297K – – –
OFW
647
Omnia Family Wealth
Florida
$295K – – –
GBT
648
Grove Bank & Trust
Florida
$293K -$212K -2,156 -42%
APP
649
Avantax Planning Partners
Iowa
$292K +$87.1K +886 +42%
VAS
650
Vestmark Advisory Solutions
Massachusetts
$292K -$78.6K -799 -21%
24 25
26
27 28