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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
PCFFS
826
Pacific Center for Financial Services
California
$18.1K +$19.4K +184 New
TCWA
827
Ten Capital Wealth Advisors
Washington
$17.7K
PO
828
Private Ocean
California
$17.2K
LF
829
Lee Financial
Texas
$15.7K +$3.9K +37 +30%
GCM
830
Gables Capital Management
Florida
$15.7K
BBHC
831
Brown Brothers Harriman & Co
New York
$15.4K -$14.2K -135 -46%
CWP
832
Concord Wealth Partners
Virginia
$14.2K -$11.7K -111 -44%
SIS
833
Sound Income Strategies
Florida
$13.8K -$2.85K -27 -16%
RCM
834
Rain Capital Management
Oregon
$12.6K +$13.5K +128 New
CAC
835
Core Alternative Capital
Georgia
$12.4K +$5.69K +54 +75%
APC
836
Aspire Private Capital
North Carolina
$12.3K +$1.69K +16 +15%
LCM
837
Logan Capital Management
Pennsylvania
$12.2K
Commonwealth Equity Services
838
Commonwealth Equity Services
Massachusetts
$12.1K +$316K +2,997 +3%
PWMG
839
Prestige Wealth Management Group
New Jersey
$11.9K
BSB
840
Bangor Savings Bank
Maine
$11.9K +$1.05K +10 +9%
KFI
841
Key Financial Inc
Pennsylvania
$11.6K -$1.05K -10 -8%
SWA
842
Sutton Wealth Advisors
Florida
$11.2K -$17.3K -164 -59%
FFC
843
First Financial Corp
Indiana
$11.2K
JGIA
844
Jackson Grant Investment Advisers
Connecticut
$11.1K
SFM
845
Systematic Financial Management
New Jersey
$11.1K
ONST
846
Old North State Trust
North Carolina
$11K
TFGT
847
TS Financial Group (TSFG)
Illinois
$11K +$211 +2 +2%
MDCM
848
Morgan Dempsey Capital Management
Wisconsin
$10.9K -$5.17M -49,057 -100%
CB
849
Community Bank
New York
$10.4K
EARNEST Partners
850
EARNEST Partners
Georgia
$10K

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.