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Digital Realty Trust
DLR

Overview Fund Activity

942 hedge funds and large institutions have $37.8B invested in Digital Realty Trust in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 354 increasing their positions, 346 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+25
Holders Change %
+2.73%
% of All Funds
15.02%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
100
Increased
354
Reduced
346
Closed
65
Calls
$331M
Puts
$933M
Net Calls
-$602M
Net Calls Change
-$57.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$488M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$198M
3
RC
Resolution Capital
Australia
+$147M
4
Millennium Management
Millennium Management
New York
+$132M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$118M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$776M
2
Citadel Advisors
Citadel Advisors
Florida
-$424M
3
CIM
Centersquare Investment Management
Pennsylvania
-$156M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$151M
5
UM
UniSuper Management
Australia
-$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
726
Arrow Investment Advisors
Maryland
$220K +$220K +1,818 New
RIA
727
Realta Investment Advisors
Delaware
$220K – – –
NB
728
NBT Bank
New York
$220K – – –
TIA
729
Trust Investment Advisors
Indiana
$218K +$218K +1,805 New
GCM
730
Graham Capital Management
Connecticut
$218K +$218K +1,802 New
CA
731
Cornerstone Advisors
North Carolina
$218K -$145K -1,200 -40%
CCM
732
Carderock Capital Management
Maryland
$218K – – –
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$216K -$605 -5 -0.3%
SIM
734
Sentry Investment Management
Wisconsin
$213K -$1.46K -12 -0.7%
T
735
TOBAM
France
$213K – – –
DWP
736
Daymark Wealth Partners
Ohio
$212K -$2.66K -22 -1%
OIA
737
OneDigital Investment Advisors
Kansas
$212K -$7.38K -61 -3%
SWM
738
SeaCrest Wealth Management
New York
$212K +$212K +1,750 New
TIA
739
Tiemann Investment Advisors
California
$209K -$6.05K -50 -3%
RIA
740
Regal Investment Advisors
Michigan
$209K +$209K +1,729 New
FBT
741
First Bank & Trust
South Dakota
$208K -$120K -992 -37%
CIP
742
Convergence Investment Partners
Florida
$205K +$205K +1,691 New
WLPWM
743
Walled Lake Planning & Wealth Management
Illinois
$203K +$203K +1,678 New
OP
744
ORG Partners
Indiana
$203K -$53.1K -439 -21%
FAN
745
Financial Advisors Network
California
$202K +$202K +1,672 New
FFM
746
Forum Financial Management
Illinois
$202K +$202K +1,669 New
FAFN
747
First Affirmative Financial Network
Colorado
$201K -$18.2K -150 -8%
IA
748
IFG Advisory
Georgia
$201K +$201K +1,660 New
VAS
749
Vestmark Advisory Solutions
Massachusetts
$201K +$201K +1,658 New
AIFAIM
750
American Institute for Advanced Investment Management
Arizona
$200K +$200K +1,655 New
28 29
30
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