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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
GLA
676
Great Lakes Advisors
Illinois
$256K -$173K -1,645 -39%
CW
677
Channel Wealth
California
$256K +$274K +2,599 New
AIA
678
Avalon Investment & Advisory
Texas
$254K -$554K -5,260 -67%
MW
679
Marcum Wealth
Ohio
$250K +$54.4K +516 +25%
Lido Advisors
680
Lido Advisors
California
$250K +$268K +2,540 New
CA
681
Cullinan Associates
Kentucky
$248K
DS
682
DRW Securities
Illinois
$247K -$70.5K -669 -21%
MFS
683
Madrona Financial Services
Washington
$246K +$28.7K +272 +12%
DCBT
684
Dakota Community Bank & Trust
North Dakota
$246K +$79.2K +751 +43%
HG
685
Herbst Group
Connecticut
$246K
CIA
686
Capital Investment Advisors
Georgia
$242K +$259K +2,461 New
CFAM
687
Center For Asset Management
Florida
$242K -$216K -2,045 -45%
BP
688
Ballentine Partners
Massachusetts
$240K +$258K +2,446 New
CIBC Private Wealth Group
689
CIBC Private Wealth Group
Georgia
$239K +$256K +2,428 New
BFAG
690
Blackston Financial Advisory Group
Florida
$238K +$256K +2,424 New
HWM
691
HB Wealth Management
Georgia
$238K -$29.6K -281 -10%
ICG
692
InterOcean Capital Group
Tennessee
$236K +$253K +2,403 New
FMC
693
First Merchants Corp
Indiana
$236K +$316 +3 +0.1%
VFA
694
Valeo Financial Advisors
Indiana
$232K +$248K +2,356 New
SFI
695
Siemens Fonds Invest
Germany
$230K -$2.53K -24 -1%
HVIA
696
Hudson Valley Investment Advisors
New York
$229K
RIA
697
Realta Investment Advisors
Delaware
$229K -$21.9K -208 -8%
SG Americas Securities
698
SG Americas Securities
New York
$228K -$501K -4,752 -67%
DFG
699
Demars Financial Group
Washington
$226K -$31K -294 -11%
MIM
700
MTM Investment Management
South Carolina
$223K +$12K +114 +5%

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.