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Digital Realty Trust

1,087 hedge funds and large institutions have $48.7B invested in Digital Realty Trust in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 490 increasing their positions, 317 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 66

55% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 317

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

9% more capital invested

Capital invested by funds: $44.8B → $48.7B (+$3.92B)

4% more funds holding

Funds holding: 1,0461,087 (+41)

0.51% less ownership

Funds ownership: 99.72%99.21% (-0.51%)

3% less call options, than puts

Call options by funds: $382M | Put options by funds: $393M

Holders
1,087
Holders Change
+41
Holders Change %
+3.92%
% of All Funds
15.7%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
121
Increased
490
Reduced
317
Closed
66
Calls
$382M
Puts
$393M
Net Calls
-$11.2M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
676
Kovack Advisors
Florida
$587K +$11.9K +83 +2%
MA
677
Mutual Advisors
Nebraska
$580K +$42.2K +294 +8%
NL
678
NVWM LLC
Pennsylvania
$575K -$26.3K -183 -5%
CCFM
679
Clear Creek Financial Management
Washington
$574K +$4.45K +31 +0.8%
SCM
680
Sage Capital Management
New Jersey
$563K +$862 +6 +0.2%
CPWA
681
Cerro Pacific Wealth Advisors
California
$560K +$529K +3,684 New
WT
682
Whittier Trust
California
$556K -$130K -905 -20%
IF
683
Intrua Financial
Texas
$555K +$310K +2,161 +145%
LSAG
684
Lake Street Advisors Group
New Hampshire
$553K -$42.6K -297 -8%
LWM
685
LongView Wealth Management
Georgia
$549K +$28.9K +201 +6%
SAM
686
Sompo Asset Management
Japan
$549K -$23K -160 -4%
SIA
687
Schechter Investment Advisors
Michigan
$546K +$11.2K +78 +2%
WPC
688
Wedmont Private Capital
Pennsylvania
$546K +$190K +1,321 +62%
FWCM
689
Ferguson Wellman Capital Management
Oregon
$542K +$19.2K +134 +4%
WWM
690
Western Wealth Management
Colorado
$528K -$15.1K -105 -3%
SFI
691
Siemens Fonds Invest
Germany
$526K +$33.7K +235 +7%
HW
692
Hancock Whitney
Mississippi
$523K -$46K -320 -9%
BFS
693
Bard Financial Services
Connecticut
$523K
FLC
694
Fifth Lane Capital
Texas
$520K +$491K +3,421 New
JWCA
695
J.W. Coons Advisors
Ohio
$518K
Capstone Investment Advisors
696
Capstone Investment Advisors
New York
$517K -$20.4M -142,363 -98%
AssetMark Inc
697
AssetMark Inc
California
$515K +$22.1K +154 +5%
WH
698
Willner & Heller
California
$513K +$3.88K +27 +0.8%
PPWP
699
Premier Path Wealth Partners
New Jersey
$507K -$3.16K -22 -0.7%
NW
700
NewEdge Wealth
Pennsylvania
$503K -$195K -1,359 -29%

DLR Hedge Fund Activity: Q2 2024 in Review

1,087 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2024, worth a combined $48.7B — up 8.7% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DLR positions and 66 closed out — a net gain of 55 holders — while 490 added to existing stakes and 317 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $400M. The largest seller was UBS AM, cutting an estimated $399M.

  • 1,087 institutional investors held Digital Realty Trust (DLR) as of Q2 2024, up from 1,046 in Q1 2024.
  • Funds reported $48.7B of Digital Realty Trust stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 121 funds opened new Digital Realty Trust positions in Q2 2024 and 66 closed out, a net change of +55 holders.
  • The largest Digital Realty Trust buyer in Q2 2024 was JP Morgan Chase, an estimated $400M added.
  • The largest Digital Realty Trust seller in Q2 2024 was UBS AM, an estimated $399M sold.

Based on aggregated 13F filings for Q2 2024.