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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 %
FAM
726
Fred Alger Management
New York
$496K -$643K -3,971 -56%
SIA
727
Schechter Investment Advisors
Michigan
$488K -$93.7K -579 -16%
SPWM
728
Schrum Private Wealth Management
Florida
$484K +$242K +1,498 +100%
LS
729
Livforsakringsbolaget Skandia
Sweden
$483K +$388K +2,400 +409%
FWCM
730
Ferguson Wellman Capital Management
Oregon
$475K -$101K -627 -18%
SWM
731
Spire Wealth Management
Virginia
$467K +$486 +3 +0.1%
MNBTD
732
Moody National Bank Trust Division
Texas
$464K -$247K -1,526 -35%
FFBTD
733
First Financial Bank - Trust Division
Ohio
$463K +$3.56K +22 +0.8%
EWM
734
Evercore Wealth Management
New York
$456K -$809 -5 -0.2%
NP
735
NorthRock Partners
Minnesota
$451K +$22.7K +140 +5%
SSB
736
Sandy Spring Bank
Maryland
$449K +$12K +74 +3%
SAM
737
Sycomore Asset Management
France
$445K +$445K +500,000 New
QCG
738
Quadrant Capital Group
Ohio
$438K +$647 +4 +0.1%
CW
739
Channel Wealth
California
$425K +$15.2K +94 +4%
LAIC
740
Lederer & Associates Investment Counsel
California
$420K – – –
EWM
741
Elmwood Wealth Management
California
$418K +$76.1K +470 +22%
KWM
742
Kingsview Wealth Management
Oregon
$413K +$44K +272 +12%
ATC
743
Argent Trust Co
Tennessee
$413K +$17.2K +106 +4%
LAM
744
Lewis Asset Management
California
$410K +$77.5K +479 +23%
SPFA
745
Summit Place Financial Advisors
New Jersey
$405K – – –
FHB
746
First Hawaiian Bank
Hawaii
$402K -$1.62K -10 -0.4%
HVIA
747
Hudson Valley Investment Advisors
New York
$402K +$24.3K +150 +6%
CIBC Private Wealth Group
748
CIBC Private Wealth Group
Georgia
$400K -$34.8K -215 -8%
PSFG
749
Prairie Sky Financial Group
Illinois
$395K – – –
RIA
750
Regal Investment Advisors
Michigan
$395K +$83.8K +518 +27%
28 29
30
31 32