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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
KLWA
851
Kelly Lawrence W & Associates
California
$9.83K
WIM
852
Westside Investment Management
California
$9.83K
VCM
853
Versant Capital Management
Arizona
$9.7K +$8.75K +83 +519%
AAG
854
Armstrong Advisory Group
Massachusetts
$9.44K
HIIFS
855
Harel Insurance Investments & Financial Services
Israel
$9K -$3.16K -30 -23%
SS
856
Sunbelt Securities
Texas
$8.51K +$9.59K +91 New
BC
857
Barrett & Company
Rhode Island
$7.87K
AWM
858
Atticus Wealth Management
Florida
$7.8K -$14.9K -141 -64%
AIM
859
Anchor Investment Management
South Carolina
$7.77K -$15.5K -147 -65%
CIA
860
Cape Investment Advisory
Georgia
$7.37K +$7.91K +75 New
TWA
861
TCI Wealth Advisors
Arizona
$7.28K +$6.11K +58 +363%
DAM
862
Delta Asset Management
Tennessee
$7.18K
CP
863
Castleview Partners
Texas
$6.66K +$1.48K +14 +26%
CSPIA
864
Cary Street Partners Investment Advisory
Virginia
$6.59K -$2.74K -26 -28%
MA
865
Montag & Associates
Georgia
$6.1K
BIA
866
Bell Investment Advisors
California
$6.1K +$105 +1 +2%
AWM
867
Abound Wealth Management
Tennessee
$5.71K +$2.95K +28 +93%
IRC
868
Investors Research Corp
Georgia
$5.31K
BWM
869
Baystate Wealth Management
Massachusetts
$5.04K +$105 +1 +2%
CWA
870
Clearview Wealth Advisors
Oregon
$5.01K
HS
871
Horan Securities
United States
$4.92K
BWM
872
BerganKDV Wealth Management
Minnesota
$4.87K +$5.17K +49 +4,900%
PFG
873
Piershale Financial Group
Illinois
$4.72K
NIC
874
Northwest Investment Counselors
Oregon
$4.63K
NOI
875
Newton One Investments
Delaware
$4.52K

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.