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Digital Realty Trust

1,047 hedge funds and large institutions have $44.8B invested in Digital Realty Trust in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 415 increasing their positions, 394 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 89

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

5% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 394

5% more capital invested

Capital invested by funds: $42.7B → $44.8B (+$2.1B)

1% more funds holding

Funds holding: 1,0391,047 (+8)

4.93% less ownership

Funds ownership: 104.65%99.72% (-4.9%)

48% less call options, than puts

Call options by funds: $328M | Put options by funds: $634M

Holders
1,047
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.08%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
108
Increased
415
Reduced
394
Closed
89
Calls
$328M
Puts
$634M
Net Calls
-$306M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
801
Atlas Financial Advisors
California
$249K +$5.51K +39 +2%
RIA
802
Realta Investment Advisors
Delaware
$249K -$1.55K -11 -0.6%
TNA
803
True North Advisors
Texas
$249K -$30.5K -216 -11%
BSW
804
Buckingham Strategic Wealth
Missouri
$247K +$18.8K +133 +8%
PWPS
805
Pinnacle Wealth Planning Services
Ohio
$247K -$9.04K -64 -4%
B
806
Bailard
California
$247K -$21.2K -150 -8%
BO
807
Bank OZK
Arkansas
$247K +$8.34K +59 +4%
WLPWM
808
Walled Lake Planning & Wealth Management
Illinois
$246K +$4.24K +30 +2%
TBA
809
Tower Bridge Advisors
Pennsylvania
$245K -$382K -2,700 -61%
CCM
810
Carderock Capital Management
Maryland
$245K
CFM
811
Catalyst Funds Management
Australia
$245K +$240K +1,700 New
ACP
812
Aviance Capital Partners
Florida
$242K +$237K +1,680 New
FFM
813
Forum Financial Management
Illinois
$242K +$1.13K +8 +0.5%
RTC
814
Riverview Trust Company
Washington
$240K -$43.2K -306 -16%
AIFAIM
815
American Institute for Advanced Investment Management
Arizona
$238K
BAM
816
Belpointe Asset Management
Nevada
$238K -$111K -785 -32%
SPIS
817
Steward Partners Investment Solutions
Oregon
$237K +$233K +1,648 New
JWCA
818
J.W. Cole Advisors
Florida
$236K +$232K +1,640 New
BCP
819
Blue Chip Partners
Michigan
$235K +$3.96K +28 +2%
CT
820
Chicago Trust
Illinois
$235K +$230K +1,630 New
BC
821
Broadwater Capital
Massachusetts
$230K
HFAS
822
Hummer Financial Advisory Services
Illinois
$230K
RWM
823
Revisor Wealth Management
Ohio
$227K +$230K +1,628 New
PA
824
PFG Advisors
Arizona
$227K -$2.83K -20 -1%
FFA
825
Farther Finance Advisors
California
$226K -$565 -4 -0.3%

DLR Hedge Fund Activity: Q1 2024 in Review

1,047 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2024, worth a combined $44.8B — up 4.9% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DLR positions and 89 closed out — a net gain of 19 holders — while 415 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Morgan Stanley, cutting an estimated $574M.

  • 1,047 institutional investors held Digital Realty Trust (DLR) as of Q1 2024, up from 1,039 in Q4 2023.
  • Funds reported $44.8B of Digital Realty Trust stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 108 funds opened new Digital Realty Trust positions in Q1 2024 and 89 closed out, a net change of +19 holders.
  • The largest Digital Realty Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $281M added.
  • The largest Digital Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $574M sold.

Based on aggregated 13F filings for Q1 2024.