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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
OSNBOA
876
Old Second National Bank of Aurora
Illinois
$4.52K
IBOK
877
Independence Bank of Kentucky
Kentucky
$4.03K
CQS
878
Credential Qtrade Securities
$4.03K -$673K -6,380 -99%
LJHT
879
Laurie J. Hall Trustee
$4K -$1.9K -18 -33%
KFP
880
KB Financial Partners
New Jersey
$4K
JFA
881
JNBA Financial Advisors
Minnesota
$3.83K +$4.11K +39 New
AWM
882
Accel Wealth Management
Iowa
$3.83K
DIP
883
DT Investment Partners
Pennsylvania
$3.59K +$3.9K +37 New
Group One Trading
884
Group One Trading
Illinois
$3.54K -$1.74M -16,486 -100%
AAP
885
Arax Advisory Partners
Colorado
$3.44K
WAM
886
Worth Asset Management
Texas
$3.44K
SN
887
Sittner & Nelson
Oregon
$3.15K
CAL
888
Capital Advisors Ltd
Ohio
$3K -$7.8K -74 -72%
ANBT
889
American National Bank & Trust
Texas
$2.65K -$3.16K -30 -53%
WWP
890
WR Wealth Planners
Missouri
$2.65K
RTL
891
Red Tortoise LLC
Georgia
$2.56K
NC
892
NewSquare Capital
Pennsylvania
$2.56K +$2.11K +20 +333%
EBA
893
Eagle Bay Advisors
New York
$2.36K +$211 +2 +9%
ME
894
McIlrath & Eck
Washington
$2.26K
SIA
895
SkyView Investment Advisors
New Jersey
$2K +$1.69K +16 New
VWM
896
Venturi Wealth Management
Texas
$1.91K +$2K +19 New
BAAM
897
Baker Avenue Asset Management
California
$1.87K -$7.17K -68 -78%
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.87K -$1.58K -15 -44%
TCA
899
Trifecta Capital Advisors
Illinois
$1.87K
RA
900
Rise Advisors
New York
$1.51K

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.