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Digital Realty Trust

1,087 hedge funds and large institutions have $48.7B invested in Digital Realty Trust in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 490 increasing their positions, 317 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 66

55% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 317

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

9% more capital invested

Capital invested by funds: $44.8B → $48.7B (+$3.92B)

4% more funds holding

Funds holding: 1,0461,087 (+41)

0.51% less ownership

Funds ownership: 99.72%99.21% (-0.51%)

3% less call options, than puts

Call options by funds: $382M | Put options by funds: $393M

Holders
1,087
Holders Change
+41
Holders Change %
+3.92%
% of All Funds
15.7%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
121
Increased
490
Reduced
317
Closed
66
Calls
$382M
Puts
$393M
Net Calls
-$11.2M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
801
Realta Investment Advisors
Delaware
$279K +$15.5K +108 +6%
OIA
802
OneDigital Investment Advisors
Kansas
$278K +$40.1K +279 +18%
OWP
803
Obermeyer Wealth Partners
Colorado
$276K
NB
804
NBT Bank
New York
$276K
HA
805
Hanover Advisors
South Carolina
$274K -$96.6K -673 -27%
NAM
806
Nexpoint Asset Management
Texas
$274K
SC
807
Syon Capital
California
$272K +$7.75K +54 +3%
ANB
808
Amarillo National Bank
Texas
$272K -$24.7K -172 -9%
BTI
809
Blue Trust Inc
Georgia
$269K +$247K +1,723 +1,172%
BSW
810
Buckingham Strategic Wealth
Missouri
$267K +$5.46K +38 +2%
RCA
811
Ranch Capital Advisors
Florida
$266K
FFA
812
Farther Finance Advisors
California
$266K +$21.8K +152 +10%
TNA
813
True North Advisors
Texas
$263K
WLPWM
814
Walled Lake Planning & Wealth Management
Illinois
$262K +$2.01K +14 +0.8%
AA
815
ALPS Advisors
Colorado
$262K -$4.31K -30 -2%
PWM
816
Perigon Wealth Management
California
$261K +$246K +1,715 New
PWPS
817
Pinnacle Wealth Planning Services
Ohio
$261K
B
818
Bailard
California
$260K
CT
819
Chicago Trust
Illinois
$260K +$11.9K +83 +5%
BO
820
Bank OZK
Arkansas
$259K -$1.44K -10 -0.6%
CCM
821
Carderock Capital Management
Maryland
$258K
ACP
822
Aviance Capital Partners
Florida
$256K +$862 +6 +0.4%
PCM
823
Permanent Capital Management
Illinois
$255K +$210K +1,464 New
FMTCOCP
824
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K +$17.9K +125 +8%
FFM
825
Forum Financial Management
Illinois
$255K -$431 -3 -0.2%

DLR Hedge Fund Activity: Q2 2024 in Review

1,087 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2024, worth a combined $48.7B — up 8.7% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DLR positions and 66 closed out — a net gain of 55 holders — while 490 added to existing stakes and 317 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $400M. The largest seller was UBS AM, cutting an estimated $399M.

  • 1,087 institutional investors held Digital Realty Trust (DLR) as of Q2 2024, up from 1,046 in Q1 2024.
  • Funds reported $48.7B of Digital Realty Trust stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 121 funds opened new Digital Realty Trust positions in Q2 2024 and 66 closed out, a net change of +55 holders.
  • The largest Digital Realty Trust buyer in Q2 2024 was JP Morgan Chase, an estimated $400M added.
  • The largest Digital Realty Trust seller in Q2 2024 was UBS AM, an estimated $399M sold.

Based on aggregated 13F filings for Q2 2024.