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Digital Realty Trust

943 hedge funds and large institutions have $27.7B invested in Digital Realty Trust in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 409 increasing their positions, 339 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 339

0.76% more ownership

Funds ownership: 96.47%97.23% (+0.76%)

6% less funds holding

Funds holding: 1,001943 (-58)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $35.6B → $27.7B (-$7.95B)

42% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 118

70% less call options, than puts

Call options by funds: $109M | Put options by funds: $358M

Holders
943
Holders Change
-58
Holders Change %
-5.79%
% of All Funds
16.24%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
68
Increased
409
Reduced
339
Closed
118
Calls
$109M
Puts
$358M
Net Calls
-$250M
Net Calls Change
+$872K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
CoreCap Advisors
Michigan
$375K -$12.6K -103 -3%
SWA
652
SFMG Wealth Advisors
Texas
$369K -$56.3K -459 -10%
SSB
653
Sandy Spring Bank
Maryland
$366K -$431K -3,517 -49%
WSTAM
654
Wilbanks Smith & Thomas Asset Management
Virginia
$365K +$1.59K +13 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
655
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$363K +$44.8K +365 +11%
PPWM
656
Paragon Private Wealth Management
Kentucky
$363K +$439K +3,576 New
AIP
657
ARS Investment Partners
New York
$361K +$163K +1,332 +58%
FMC
658
First Merchants Corp
Indiana
$359K -$67.8K -553 -13%
DS
659
DRW Securities
Illinois
$359K +$169K +1,374 +61%
EAMA
660
EFG Asset Management (Americas)
Florida
$357K -$2.21K -18 -0.5%
RWM
661
Ritholtz Wealth Management
New York
$352K +$435K +3,549 New
BS
662
Boenning & Scattergood
Pennsylvania
$348K
BAM
663
Beaumont Asset Management
Texas
$348K +$3.92K +32 +0.9%
MW
664
Marcum Wealth
Ohio
$347K +$156K +1,269 +57%
CI
665
Cigna Investments
Connecticut
$346K -$20.9K -170 -5%
RCM
666
RB Capital Management
Nevada
$344K +$44.5K +363 +12%
AIC
667
Archer Investment Corporation
Indiana
$338K
SFS
668
Stiles Financial Services
Minnesota
$333K +$161K +1,315 +64%
BCM
669
Brookstone Capital Management
Illinois
$331K -$59.1K -482 -12%
SF
670
Synovus Financial
Georgia
$322K -$79K -644 -16%
NW
671
NewEdge Wealth
Pennsylvania
$320K -$980K -7,989 -71%
GCP
672
GSA Capital Partners
United Kingdom
$320K +$396K +3,227 New
APA
673
American Portfolios Advisors
New York
$320K +$17K +139 +5%
LIM
674
Loudon Investment Management
New Hampshire
$317K +$33.7K +275 +9%
GWM
675
GDS Wealth Management
Texas
$315K -$2.7K -22 -0.7%

DLR Hedge Fund Activity: Q3 2022 in Review

943 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2022, worth a combined $27.7B — down 22% from $35.6B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of DLR and 68 opened new positions — a net loss of 50 holders — while 339 trimmed existing stakes and 409 added.

The largest buyer was Cohen & Steers, adding an estimated $532M. The largest seller was Capital International Investors, cutting an estimated $581M.

  • 943 institutional investors held Digital Realty Trust (DLR) as of Q3 2022, down from 1,001 in Q2 2022.
  • Funds reported $27.7B of Digital Realty Trust stock for Q3 2022, down 22% quarter-over-quarter.
  • 68 funds opened new Digital Realty Trust positions in Q3 2022 and 118 closed out, a net change of -50 holders.
  • The largest Digital Realty Trust buyer in Q3 2022 was Cohen & Steers, an estimated $532M added.
  • The largest Digital Realty Trust seller in Q3 2022 was Capital International Investors, an estimated $581M sold.

Based on aggregated 13F filings for Q3 2022.