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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
B
701
Bailard
California
$218K
IF
702
Insight Folios
North Carolina
$217K +$105 +1 +0%
SCM
703
Shelton Capital Management
Colorado
$216K -$2.29M -21,703 -91%
BEI
704
Benjamin Edwards Inc
Missouri
$215K +$13.6K +129 +6%
IAIM
705
International Assets Investment Management
Florida
$215K +$271K +2,568 New
SF
706
Synovus Financial
Georgia
$214K -$43.3K -411 -16%
FAFN
707
First Affirmative Financial Network
Colorado
$213K -$35.1K -333 -13%
SAF
708
Smith Anglin Financial
Texas
$212K +$5.27K +50 +2%
GKWIM
709
Gerber Kawasaki Wealth & Investment Management
California
$209K -$59K -560 -21%
PFA
710
Peak Financial Advisors
Colorado
$209K +$224K +2,122 New
KMWM
711
Keudell/Morrison Wealth Management
Oregon
$206K -$102K -964 -32%
MGIM
712
M&G Investment Management
United Kingdom
$205K -$25.8K -245 -10%
IAP
713
Indie Asset Partners
Indiana
$203K -$36.9K -350 -14%
IAN
714
Integrated Advisors Network
Texas
$203K +$218K +2,064 New
OWP
715
Obermeyer Wealth Partners
Colorado
$203K
RTC
716
Riverview Trust Company
Washington
$200K
CSC
717
Caldwell Sutter Capital
California
$200K +$198K +1,878 +1,212%
CCA
718
Column Capital Advisors
Indiana
$197K
HWP
719
Highline Wealth Partners
California
$197K
PA
720
Parallel Advisors
California
$189K -$25.5K -242 -11%
CCM
721
Carderock Capital Management
Maryland
$177K +$190K +1,800 New
SIM
722
Sentry Investment Management
Wisconsin
$174K +$186K +1,768 New
T
723
TOBAM
France
$173K +$34K +323 +23%
IA
724
IFP Advisors
Florida
$166K -$224K -2,128 -44%
TC
725
Truvestments Capital
Florida
$165K +$77.2K +732 +78%

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.