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Digital Realty Trust
DLR

Overview Fund Activity

1,100 hedge funds and large institutions have $48.8B invested in Digital Realty Trust in 2024 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 383 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+19
Holders Change %
+1.76%
% of All Funds
15.91%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
112
Increased
448
Reduced
383
Closed
75
Calls
$459M
Puts
$389M
Net Calls
+$69.9M
Net Calls Change
+$81M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$584M
2
Cohen & Steers
Cohen & Steers
New York
+$188M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$133M
4
Bank of America
Bank of America
North Carolina
+$104M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$72.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$318M
2
State Street
State Street
Massachusetts
-$131M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
701
&Partners
Tennessee
$566K +$300K +1,854 +113%
MG
702
Mather Group
Illinois
$565K +$85.9K +531 +18%
CPWA
703
Cerro Pacific Wealth Advisors
California
$560K – – –
SFI
704
Siemens Fonds Invest
Germany
$560K – – –
BRWA
705
B. Riley Wealth Advisors
Florida
$559K +$67.4K +424 +14%
BFS
706
Bard Financial Services
Connecticut
$557K – – –
PTC
707
Private Trust Company
Ohio
$553K +$69.6K +430 +14%
JWCA
708
J.W. Coons Advisors
Ohio
$552K – – –
WH
709
Willner & Heller
California
$551K +$4.21K +26 +0.8%
KIA
710
KCM Investment Advisors
California
$549K +$79.3K +490 +17%
CI
711
Cigna Investments
Connecticut
$537K +$4.86K +30 +0.9%
FCFC
712
First Commonwealth Financial Corp
Pennsylvania
$530K – – –
ECM
713
Evergreen Capital Management
Washington
$521K +$11.5K +71 +2%
PPWP
714
Premier Path Wealth Partners
New Jersey
$520K -$20.2K -125 -4%
NC
715
NovaPoint Capital
Georgia
$519K +$3.88K +24 +0.8%
HW
716
Hancock Whitney
Mississippi
$519K -$38K -235 -7%
CIC
717
Carnegie Investment Counsel
Ohio
$517K +$15.4K +95 +3%
CPC
718
Consolidated Planning Corp
Georgia
$516K +$125K +771 +32%
BCM
719
BluePointe Capital Management
California
$514K +$22.2K +137 +5%
VFA
720
Valeo Financial Advisors
Indiana
$512K +$46.9K +290 +10%
ECU
721
Eisler Capital (UK)
United Kingdom
$509K +$509K +3,143 New
AF
722
Aldebaran Financial
$505K -$1.62K -10 -0.3%
WAP
723
Wealthcare Advisory Partners
Pennsylvania
$503K +$503K +3,109 New
OFW
724
Omnia Family Wealth
Florida
$500K +$5.18K +32 +1%
AIS
725
American Investment Services
Massachusetts
$498K – – –
27 28
29
30 31