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Digital Realty Trust

943 hedge funds and large institutions have $27.7B invested in Digital Realty Trust in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 409 increasing their positions, 339 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 339

0.76% more ownership

Funds ownership: 96.47%97.23% (+0.76%)

6% less funds holding

Funds holding: 1,000943 (-57)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $35.6B → $27.7B (-$7.95B)

42% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 118

70% less call options, than puts

Call options by funds: $109M | Put options by funds: $358M

Holders
943
Holders Change
-57
Holders Change %
-5.7%
% of All Funds
16.24%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
69
Increased
409
Reduced
339
Closed
118
Calls
$109M
Puts
$358M
Net Calls
-$250M
Net Calls Change
+$872K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
726
IHT Wealth Management
Illinois
$233K +$75.2K +613 +35%
IAIM
727
International Assets Investment Management
Florida
$233K +$325K +2,653 New
HVIA
728
Hudson Valley Investment Advisors
New York
$231K +$286K +2,334 New
BWA
729
BDO Wealth Advisors
Florida
$230K -$15.1K -123 -5%
IAN
730
Integrated Advisors Network
Texas
$230K +$123 +1 +0%
WI
731
Wintrust Investments
Illinois
$229K +$21.2K +173 +8%
RTC
732
Riverview Trust Company
Washington
$228K -$17.5K -143 -6%
CGL
733
Clarius Group LLC
Washington
$228K +$24.2K +197 +9%
EWM
734
EPG Wealth Management
Georgia
$227K +$32.6K +266 +13%
TIA
735
Tiemann Investment Advisors
California
$225K -$30.7K -250 -10%
BCP
736
Blue Chip Partners
Michigan
$225K +$3.31K +27 +1%
IF
737
Insight Folios
North Carolina
$224K -$11.2K -91 -4%
SS
738
Simplicity Solutions
Minnesota
$223K +$36.7K +299 +15%
MIM
739
MTM Investment Management
South Carolina
$222K +$3.8K +31 +1%
MFS
740
Madrona Financial Services
Washington
$222K +$17.8K +145 +7%
CS
741
Comerica Securities
Michigan
$219K +$53.4K +435 +25%
AP
742
Appleton Partners
Massachusetts
$217K -$24.7K -201 -8%
AAIM
743
American Assets Investment Management
California
$215K +$266K +2,169 New
WFA
744
Wipfli Financial Advisors
Wisconsin
$214K +$265K +2,160 New
AWM
745
Apollon Wealth Management
South Carolina
$213K +$263K +2,145 New
JG
746
Jefferies Group
New York
$211K +$261K +2,130 New
SAF
747
Smith Anglin Financial
Texas
$208K +$2.82K +23 +1%
QCG
748
Quadrant Capital Group
Ohio
$206K -$245 -2 -0.1%
S
749
SignatureFD
Georgia
$205K -$3.31K -27 -1%
GLA
750
Good Life Advisors
Pennsylvania
$204K +$613 +5 +0.2%

DLR Hedge Fund Activity: Q3 2022 in Review

943 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2022, worth a combined $27.7B — down 22% from $35.6B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of DLR and 69 opened new positions — a net loss of 49 holders — while 339 trimmed existing stakes and 409 added.

The largest buyer was Cohen & Steers, adding an estimated $532M. The largest seller was Capital International Investors, cutting an estimated $581M.

  • 943 institutional investors held Digital Realty Trust (DLR) as of Q3 2022, down from 1,000 in Q2 2022.
  • Funds reported $27.7B of Digital Realty Trust stock for Q3 2022, down 22% quarter-over-quarter.
  • 69 funds opened new Digital Realty Trust positions in Q3 2022 and 118 closed out, a net change of -49 holders.
  • The largest Digital Realty Trust buyer in Q3 2022 was Cohen & Steers, an estimated $532M added.
  • The largest Digital Realty Trust seller in Q3 2022 was Capital International Investors, an estimated $581M sold.

Based on aggregated 13F filings for Q3 2022.