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Digital Realty Trust

1,029 hedge funds and large institutions have $38.7B invested in Digital Realty Trust in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 470 increasing their positions, 328 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 328

2.45% less ownership

Funds ownership: 98.69%96.24% (-2.4%)

3% less funds holding

Funds holding: 1,0661,029 (-37)

22% less capital invested

Capital invested by funds: $49.4B → $38.7B (-$10.6B)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 111

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

55% less call options, than puts

Call options by funds: $145M | Put options by funds: $319M

Holders
1,029
Holders Change
-37
Holders Change %
-3.47%
% of All Funds
16.23%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
85
Increased
470
Reduced
328
Closed
111
Calls
$145M
Puts
$319M
Net Calls
-$175M
Net Calls Change
+$77.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
851
Jones Financial Companies
Missouri
$206K +$2.89K +20 +1%
Capstone Investment Advisors
852
Capstone Investment Advisors
New York
$205K +$169K +1,170 +421%
SIA
853
Schechter Investment Advisors
Michigan
$204K -$46.4K -321 -18%
MCC
854
Money Concepts Capital
Florida
$204K +$208K +1,438 New
OPS
855
Orion Portfolio Solutions
Nebraska
$203K -$53.2K -368 -20%
CT
856
Chicago Trust
Illinois
$202K
SAM
857
SignalPoint Asset Management
Missouri
$202K +$28.9K +200 +16%
AWA
858
Aaron Wealth Advisors
Illinois
$198K +$4.06M +28,076 New
AA
859
Ancora Advisors
Ohio
$189K -$114K -790 -37%
TWI
860
Thomas White International
Illinois
$189K
SFM
861
Systematic Financial Management
New Jersey
$186K
BCM
862
Bourgeon Capital Management
Connecticut
$184K
DMBA
863
Deseret Mutual Benefit Administrators
Utah
$180K -$13.6K -94 -7%
FMP
864
Financial Management Professionals
Texas
$174K +$63.4K +439 +56%
CTC
865
Central Trust Company
Missouri
$163K +$75.4K +522 +83%
CWP
866
Concord Wealth Partners
Virginia
$158K -$7.95K -55 -5%
OIA
867
Optimum Investment Advisors
Illinois
$156K
GC
868
Garde Capital
Washington
$154K
HBW
869
Hazlett, Burt & Watson
West Virginia
$152K +$154K +1,068 New
CCM
870
Copeland Capital Management
Pennsylvania
$145K
WT
871
Washington Trust
Rhode Island
$140K -$1.45K -10 -1%
CT
872
Caldwell Trust
Florida
$139K
ELI
873
Empire Life Investments
Ontario, Canada
$135K -$27.5K -190 -17%
WPA
874
West Paces Advisors
Georgia
$134K +$46.4K +321 +51%
AWM
875
Avior Wealth Management
Nebraska
$134K

DLR Hedge Fund Activity: Q1 2022 in Review

1,029 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2022, worth a combined $38.7B — down 22% from $49.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of DLR and 85 opened new positions — a net loss of 26 holders — while 328 trimmed existing stakes and 470 added.

The largest buyer was State Street, adding an estimated $206M. The largest seller was Capital World Investors, cutting an estimated $969M.

  • 1,029 institutional investors held Digital Realty Trust (DLR) as of Q1 2022, down from 1,066 in Q4 2021.
  • Funds reported $38.7B of Digital Realty Trust stock for Q1 2022, down 22% quarter-over-quarter.
  • 85 funds opened new Digital Realty Trust positions in Q1 2022 and 111 closed out, a net change of -26 holders.
  • The largest Digital Realty Trust buyer in Q1 2022 was State Street, an estimated $206M added.
  • The largest Digital Realty Trust seller in Q1 2022 was Capital World Investors, an estimated $969M sold.

Based on aggregated 13F filings for Q1 2022.