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Digital Realty Trust

964 hedge funds and large institutions have $28.6B invested in Digital Realty Trust in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 358 increasing their positions, 377 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 89

3.24% more ownership

Funds ownership: 97.23%100.47% (+3.2%)

2% more funds holding

Funds holding: 942964 (+22)

3% more capital invested

Capital invested by funds: $27.7B → $28.6B (+$912M)

5% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 377

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

46% less call options, than puts

Call options by funds: $163M | Put options by funds: $301M

Holders
964
Holders Change
+22
Holders Change %
+2.34%
% of All Funds
15.5%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
126
Increased
358
Reduced
377
Closed
89
Calls
$163M
Puts
$301M
Net Calls
-$138M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Beaumont Asset Management
Texas
$293K -$59.6K -584 -17%
KI
677
Kula Investments
Illinois
$292K +$297K +2,914 New
IWM
678
IHT Wealth Management
Illinois
$285K +$50.3K +493 +21%
BRWA
679
B. Riley Wealth Advisors
Florida
$284K -$4.49K -44 -2%
Capstone Investment Advisors
680
Capstone Investment Advisors
New York
$280K +$285K +2,792 New
JIC
681
Johnson Investment Counsel
Ohio
$278K -$191K -1,867 -40%
VHAM
682
Van Hulzen Asset Management
California
$274K -$25.5K -250 -8%
PCIA
683
Prime Capital Investment Advisors
Kansas
$274K +$278K +2,728 New
HKIMG
684
Hutchens & Kramer Investment Management Group
Indiana
$273K +$278K +2,727 New
LAIC
685
Lederer & Associates Investment Counsel
California
$271K +$13.4K +131 +5%
HWM
686
HB Wealth Management
Georgia
$271K +$276K +2,701 New
D.E. Shaw & Co
687
D.E. Shaw & Co
New York
$271K -$11.7M -114,638 -98%
LOAME
688
Lombard Odier Asset Management (Europe)
United Kingdom
$271K
EWA
689
EP Wealth Advisors
California
$270K +$274K +2,689 New
GKWIM
690
Gerber Kawasaki Wealth & Investment Management
California
$269K -$25.5K -250 -9%
AAIM
691
American Assets Investment Management
California
$268K +$51.6K +506 +23%
PCM
692
Penn Capital Management
Pennsylvania
$268K -$15.3K -150 -5%
HH
693
Hilltop Holdings
Texas
$268K -$21.2K -208 -7%
SFA
694
Sequoia Financial Advisors
Ohio
$265K +$270K +2,643 New
MG
695
Mather Group
Illinois
$263K +$267K +2,621 New
QCG
696
Quadrant Capital Group
Ohio
$263K +$55K +539 +26%
GWM
697
GDS Wealth Management
Texas
$261K -$58.6K -574 -18%
Wellington Management Group
698
Wellington Management Group
Massachusetts
$260K -$131K -1,282 -33%
DFG
699
Demars Financial Group
Washington
$259K -$228K -2,237 -46%
SF
700
Synovus Financial
Georgia
$259K -$68.6K -672 -21%

DLR Hedge Fund Activity: Q4 2022 in Review

964 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2022, worth a combined $28.6B — up 3.3% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new DLR positions and 89 closed out — a net gain of 37 holders — while 358 added to existing stakes and 377 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $688M. The largest seller was Capital International Investors, cutting an estimated $408M.

  • 964 institutional investors held Digital Realty Trust (DLR) as of Q4 2022, up from 942 in Q3 2022.
  • Funds reported $28.6B of Digital Realty Trust stock for Q4 2022, up 3.3% quarter-over-quarter.
  • 126 funds opened new Digital Realty Trust positions in Q4 2022 and 89 closed out, a net change of +37 holders.
  • The largest Digital Realty Trust buyer in Q4 2022 was Cohen & Steers, an estimated $688M added.
  • The largest Digital Realty Trust seller in Q4 2022 was Capital International Investors, an estimated $408M sold.

Based on aggregated 13F filings for Q4 2022.