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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 %
FTWA
751
Fifth Third Wealth Advisors
Ohio
$394K -$10.5K -65 -3%
LSPW
752
Lake Street Private Wealth
Illinois
$393K -$18K -111 -4%
BPWM
753
Badgley Phelps Wealth Managers
Washington
$392K +$392K +2,424 New
GL
754
Graypoint LLC
New York
$387K +$24.3K +150 +7%
CA
755
Cullinan Associates
Kentucky
$383K – – –
FFM
756
Fullerton Fund Management
Singapore
$377K +$377K +2,327 New
CCG
757
Catalina Capital Group
California
$376K +$13.6K +84 +4%
FFA
758
Farther Finance Advisors
California
$375K +$92.9K +574 +33%
LC
759
Lindbrook Capital
California
$375K +$186K +1,152 +99%
DP
760
Dearborn Partners
Illinois
$373K +$7.61K +47 +2%
YLHM
761
Yelin Lapidot Holdings Management
Israel
$372K – – –
GAM
762
Garrison Asset Management
Arkansas
$368K -$162 -1 -0%
HIP
763
HUB Investment Partners
Texas
$366K +$53.7K +332 +17%
BW
764
Bison Wealth
Georgia
$366K +$366K +2,263 New
DWP
765
Daymark Wealth Partners
Ohio
$362K -$485 -3 -0.1%
HKIMG
766
Hutchens & Kramer Investment Management Group
Indiana
$362K +$29K +181 +9%
CW
767
CreativeOne Wealth
Kansas
$361K +$61.3K +379 +20%
MGAM
768
McGowan Group Asset Management
Texas
$361K – – –
CTC
769
Cetera Trust Company
Minnesota
$359K -$4.05K -25 -1%
IWM
770
Iams Wealth Management
Nebraska
$358K – – –
Connor, Clark & Lunn Investment Management (CC&L)
771
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$354K +$354K +2,190 New
OP
772
ORG Partners
Indiana
$354K -$6.47K -40 -2%
PWMAG
773
Pinnacle Wealth Management Advisory Group
New Jersey
$353K -$4.21K -26 -1%
APP
774
Avantax Planning Partners
Iowa
$352K +$2.43K +15 +0.7%
Capstone Investment Advisors
775
Capstone Investment Advisors
New York
$347K -$203K -1,252 -37%
29 30
31
32 33