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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
WH
726
Willner & Heller
California
$227K +$231K +2,261 New
TCA
727
Transcend Capital Advisors
New Jersey
$226K -$17.9K -175 -7%
NW
728
NewEdge Wealth
Pennsylvania
$226K -$100K -981 -30%
MFS
729
Madrona Financial Services
Washington
$224K
B
730
Bailard
California
$222K +$226K +2,213 New
IF
731
Insight Folios
North Carolina
$221K -$5.51K -54 -2%
TC
732
TwinBeech Capital
New York
$217K +$221K +2,169 New
PA
733
Parallel Advisors
California
$217K +$85.7K +840 +64%
MIM
734
MTM Investment Management
South Carolina
$216K -$8.47K -83 -4%
Squarepoint
735
Squarepoint
New York
$215K -$9.56M -93,672 -98%
BWP
736
BSW Wealth Partners
Colorado
$214K +$218K +2,135 New
GW
737
GW & Wade
Massachusetts
$213K +$216K +2,120 New
SAF
738
Smith Anglin Financial
Texas
$211K +$204 +2 +0.1%
NP
739
NorthRock Partners
Minnesota
$211K +$214K +2,100 New
APP
740
Avantax Planning Partners
Iowa
$209K +$6.84K +67 +3%
JWCA
741
J.W. Cole Advisors
Florida
$208K +$212K +2,077 New
PWP
742
Phillips Wealth Planners
Mississippi
$207K +$187K +1,829 New
OWP
743
Obermeyer Wealth Partners
Colorado
$207K +$210K +2,060 New
BEI
744
Benjamin Edwards Inc
Missouri
$206K +$28.3K +277 +16%
DA
745
Doliver Advisors
Texas
$206K +$210K +2,053 New
RTC
746
Riverview Trust Company
Washington
$204K -$27.4K -268 -12%
MW
747
Marcum Wealth
Ohio
$203K -$150K -1,472 -42%
GAM
748
Garrison Asset Management
Arkansas
$203K +$204 +2 +0.1%
VCA
749
Verdence Capital Advisors
Maryland
$202K -$494K -4,840 -71%
CW
750
CreativeOne Wealth
Kansas
$202K +$205K +2,011 New

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.