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Digital Realty Trust

914 hedge funds and large institutions have $29B invested in Digital Realty Trust in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 387 increasing their positions, 335 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 335

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.49% more ownership

Funds ownership: 100.47%101.96% (+1.5%)

2% more capital invested

Capital invested by funds: $28.6B → $29B (+$436M)

5% less funds holding

Funds holding: 964914 (-50)

26% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 107

49% less call options, than puts

Call options by funds: $167M | Put options by funds: $325M

Holders
914
Holders Change
-50
Holders Change %
-5.19%
% of All Funds
14.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
79
Increased
387
Reduced
335
Closed
107
Calls
$167M
Puts
$325M
Net Calls
-$159M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
751
Concourse Financial Group Securities
Alabama
$104K +$3.37K +32 +3%
CIA
752
Cascade Investment Advisors
Oregon
$101K +$108K +1,025 New
WPA
753
West Paces Advisors
Georgia
$101K -$3.37K -32 -3%
CT
754
Caldwell Trust
Florida
$96.1K
AF
755
Allworth Financial
California
$95.7K -$37K -351 -27%
HBW
756
Hazlett, Burt & Watson
West Virginia
$92K +$527 +5 +0.5%
AA
757
Alta Advisers
United Kingdom
$88.5K
FAF
758
Fjarde Ap-fonden
Sweden
$88.5K +$94.9K +900 New
GPGA
759
Grandeur Peak Global Advisors
Utah
$88K
AAS
760
Ameritas Advisory Services
Nebraska
$87.5K +$93.8K +890 New
TWI
761
Thomas White International
Illinois
$87.1K
NL
762
NVWM LLC
Pennsylvania
$86.9K -$21.6K -205 -19%
GWM
763
Geneos Wealth Management
Colorado
$86.7K -$9.7K -92 -9%
IUHSA
764
Itau Unibanco Holding S.A.
Brazil
$84.5K -$949 -9 -1%
PPWM
765
PFG Private Wealth Management
Florida
$75.3K +$15K +142 +23%
CI Investments Inc
766
CI Investments Inc
Ontario, Canada
$75K -$4.96K -47 -6%
SSG
767
Summit Securities Group
New York
$75K +$50K +474 +163%
QC
768
Quent Capital
New York
$73.5K
WTC
769
WhitTier Trust Company
Nevada
$72.5K +$316 +3 +0.4%
MRCM
770
M&R Capital Management
New Jersey
$70.8K +$70.1K +665 +1,209%
WP
771
WealthPLAN Partners
Nebraska
$69.4K +$74.4K +706 New
CTC
772
Central Trust Company
Missouri
$68.3K
GI
773
Gradient Investments
Minnesota
$65.9K -$14.9M -140,929 -100%
MCM
774
Manchester Capital Management
Vermont
$65.2K +$12.9K +122 +23%
TSW
775
Thompson Siegel & Walmsley
Virginia
$64K

DLR Hedge Fund Activity: Q1 2023 in Review

914 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2023, worth a combined $29B — up 1.5% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of DLR and 79 opened new positions — a net loss of 28 holders — while 335 trimmed existing stakes and 387 added.

The largest buyer was Cohen & Steers, adding an estimated $401M. The largest seller was Capital Research Global Investors, cutting an estimated $103M.

  • 914 institutional investors held Digital Realty Trust (DLR) as of Q1 2023, down from 964 in Q4 2022.
  • Funds reported $29B of Digital Realty Trust stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 79 funds opened new Digital Realty Trust positions in Q1 2023 and 107 closed out, a net change of -28 holders.
  • The largest Digital Realty Trust buyer in Q1 2023 was Cohen & Steers, an estimated $401M added.
  • The largest Digital Realty Trust seller in Q1 2023 was Capital Research Global Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2023.