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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
GIA
801
GHP Investment Advisors
Colorado
$37.7K +$1.05K +10 +3%
CAL
802
Capital Analysts LLC
Pennsylvania
$36K -$2.63K -25 -6%
GGI
803
Godsey & Gibb Inc
Virginia
$34.4K
SWA
804
SOA Wealth Advisors
New York
$33.2K +$316 +3 +0.9%
FFA
805
Farther Finance Advisors
California
$31.8K +$10.1K +96 +42%
PP
806
PFS Partners
New Jersey
$31.5K
GWSG
807
GPS Wealth Strategies Group
Colorado
$29.1K +$31.2K +296 New
Bank Julius Baer & Co
808
Bank Julius Baer & Co
Switzerland
$29K
AWA
809
Artemis Wealth Advisors
New York
$27.9K -$167K -1,581 -85%
AIM
810
Achmea Investment Management
Netherlands
$27K
CWC
811
Carolinas Wealth Consulting
North Carolina
$26.9K +$17.6K +167 +156%
BTI
812
Blue Trust Inc
Georgia
$25K -$77.2K -732 -75%
MCM
813
MV Capital Management
Maryland
$24.5K +$3.48K +33 +15%
LFG
814
Larson Financial Group
Missouri
$24K +$1.05K +10 +4%
EI
815
Ellevest Inc
New York
$22.6K +$1.79K +17 +8%
SWM
816
Sugarloaf Wealth Management
Georgia
$21.3K -$10K -95 -31%
CWM
817
Compass Wealth Management
Connecticut
$20.4K
TIM
818
Thompson Investment Management
Wisconsin
$20.1K +$21.5K +204 New
HCM
819
Horrell Capital Management
Arkansas
$20K
MTIC
820
Missouri Trust & Investment Company
Missouri
$19.7K
BC
821
Bartlett & Co
Ohio
$19K -$1.48K -14 -7%
C
822
Covestor
United Kingdom
$19K +$2.63K +25 +15%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$19K -$1.48K -14 -7%
DSC
824
Duncker Streett & Co
Missouri
$18.8K
NFSG
825
Newbridge Financial Services Group
Florida
$18.2K +$6.54K +62 +50%

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.