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Digital Realty Trust

1,111 hedge funds and large institutions have $52.3B invested in Digital Realty Trust in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 454 increasing their positions, 384 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 74

18% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 384

18% more call options, than puts

Call options by funds: $459M | Put options by funds: $389M

7% more capital invested

Capital invested by funds: $48.7B → $52.3B (+$3.65B)

2% more funds holding

Funds holding: 1,0881,111 (+23)

0.38% more ownership

Funds ownership: 99.21%99.59% (+0.38%)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
1,111
Holders Change
+23
Holders Change %
+2.11%
% of All Funds
15.95%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
114
Increased
454
Reduced
384
Closed
74
Calls
$459M
Puts
$389M
Net Calls
+$69.9M
Net Calls Change
+$81M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
701
AssetMark Inc
California
$590K +$39.1K +255 +8%
WWM
702
Western Wealth Management
Colorado
$580K +$17.5K +114 +3%
WPC
703
Wedmont Private Capital
Pennsylvania
$580K +$39.4K +257 +7%
DFCM
704
Dark Forest Capital Management
Puerto Rico
$570K +$540K +3,522 New
P
705
&Partners
Tennessee
$566K +$284K +1,854 +113%
MG
706
Mather Group
Illinois
$565K +$81.4K +531 +18%
CPWA
707
Cerro Pacific Wealth Advisors
California
$560K
SFI
708
Siemens Fonds Invest
Germany
$560K
BRWA
709
B. Riley Wealth Advisors
Florida
$559K +$65K +424 +14%
BFS
710
Bard Financial Services
Connecticut
$557K
PTC
711
Private Trust Company
Ohio
$553K +$65.9K +430 +14%
JWCA
712
J.W. Coons Advisors
Ohio
$552K
WH
713
Willner & Heller
California
$551K +$3.99K +26 +0.8%
KIA
714
KCM Investment Advisors
California
$549K +$75.1K +490 +17%
CI
715
Cigna Investments
Connecticut
$537K +$4.6K +30 +0.9%
FCFC
716
First Commonwealth Financial Corp
Pennsylvania
$530K
ECM
717
Evergreen Capital Management
Washington
$521K +$10.9K +71 +2%
PPWP
718
Premier Path Wealth Partners
New Jersey
$520K -$19.2K -125 -4%
NC
719
NovaPoint Capital
Georgia
$519K +$3.68K +24 +0.8%
HW
720
Hancock Whitney
Mississippi
$519K -$36K -235 -7%
CIC
721
Carnegie Investment Counsel
Ohio
$517K +$14.6K +95 +3%
CPC
722
Consolidated Planning Corp
Georgia
$516K +$118K +771 +32%
BCM
723
BluePointe Capital Management
California
$514K +$21K +137 +5%
FI
724
Finivi Inc
Massachusetts
$514K +$487K +3,175 New
VFA
725
Valeo Financial Advisors
Indiana
$512K +$44.5K +290 +10%

DLR Hedge Fund Activity: Q3 2024 in Review

1,111 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2024, worth a combined $52.3B — up 7.5% from $48.7B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new DLR positions and 74 closed out — a net gain of 40 holders — while 454 added to existing stakes and 384 trimmed.

The largest buyer was UBS AM, adding an estimated $553M. The largest seller was Deutsche Bank, cutting an estimated $301M.

  • 1,111 institutional investors held Digital Realty Trust (DLR) as of Q3 2024, up from 1,088 in Q2 2024.
  • Funds reported $52.3B of Digital Realty Trust stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 114 funds opened new Digital Realty Trust positions in Q3 2024 and 74 closed out, a net change of +40 holders.
  • The largest Digital Realty Trust buyer in Q3 2024 was UBS AM, an estimated $553M added.
  • The largest Digital Realty Trust seller in Q3 2024 was Deutsche Bank, an estimated $301M sold.

Based on aggregated 13F filings for Q3 2024.