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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
SSB
701
Sandy Spring Bank
Maryland
$258K -$114K -1,118 -30%
RIA
702
Realta Investment Advisors
Delaware
$255K -$33.1K -324 -11%
CA
703
Continuum Advisory
Idaho
$254K +$12.9K +126 +5%
VAM
704
Verity Asset Management
North Carolina
$254K +$259K +2,533 New
CA
705
Cullinan Associates
Kentucky
$253K +$257K +2,519 New
HG
706
Herbst Group
Connecticut
$251K
FAFN
707
First Affirmative Financial Network
Colorado
$250K -$44.7K -438 -15%
KWM
708
Kingsview Wealth Management
Oregon
$245K +$250K +2,448 New
EWM
709
EPG Wealth Management
Georgia
$245K +$15.3K +150 +7%
CS
710
Comerica Securities
Michigan
$245K +$20.6K +202 +9%
RB
711
Renasant Bank
Mississippi
$243K -$6.74K -66 -3%
IAP
712
Indie Asset Partners
Indiana
$242K -$56.1K -550 -19%
FMC
713
First Merchants Corp
Indiana
$241K -$124K -1,215 -34%
KTC
714
Kistler-Tiffany Companies
Pennsylvania
$239K +$173K +1,696 +248%
SS
715
Simplicity Solutions
Minnesota
$238K +$13K +127 +6%
SL
716
Sentinus LLC
Illinois
$237K -$182K -1,780 -38%
SFI
717
Siemens Fonds Invest
Germany
$237K -$38K -372 -14%
AWM
718
Apollon Wealth Management
South Carolina
$235K +$20K +196 +9%
MGIM
719
M&G Investment Management
United Kingdom
$234K +$239K +2,341 New
NA
720
NewEdge Advisors
Louisiana
$234K +$231K +2,260 +45%
HVIA
721
Hudson Valley Investment Advisors
New York
$234K
DT
722
Diversified Trust
Tennessee
$231K +$235K +2,303 New
ZCA
723
Zeke Capital Advisors
Pennsylvania
$230K +$234K +2,292 New
CWM
724
Catalyst Wealth Management
Georgia
$229K +$233K +2,280 New
Luther King Capital Management (LKCM)
725
Luther King Capital Management (LKCM)
Texas
$227K -$559K -5,476 -71%

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.