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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
RPWA
876
Regent Peak Wealth Advisors
Georgia
$206K -$6.03K -42 -3%
HDIM
877
Hanson & Doremus Investment Management
Vermont
$205K
CFG
878
Cooper Financial Group
California
$205K +$193K +1,345 New
BWP
879
Balboa Wealth Partners
Arizona
$204K +$193K +1,343 New
OPW
880
Oxler Private Wealth
New York
$203K +$192K +1,338 New
TIAA Trust, National Association
881
TIAA Trust, National Association
North Carolina
$203K +$192K +1,338 New
AWM
882
Axxcess Wealth Management
California
$203K -$371K -2,586 -66%
CRI
883
Colonial River Investments
Virginia
$203K +$192K +1,334 New
FCBT
884
First Citizens Bank & Trust
North Carolina
$202K +$191K +1,331 New
NG
885
Norden Group
Utah
$202K +$191K +1,328 New
GC
886
Garde Capital
Washington
$197K
SOW
887
State of Wyoming
Wyoming
$195K +$184K +1,283 New
MCM
888
Manchester Capital Management
Vermont
$194K +$68.4K +476 +60%
TSMHT
889
Thurston Springer Miller Herd & Titak
Indiana
$186K +$176K +1,223 New
NIMI
890
Natixis Investment Managers International
France
$186K
IBOK
891
Independence Bank of Kentucky
Kentucky
$182K +$14.4K +100 +9%
AWM
892
Avior Wealth Management
Nebraska
$179K -$21.1K -147 -11%
LC
893
Lindbrook Capital
California
$177K +$17.4K +121 +12%
EWA
894
EverSource Wealth Advisors
Alabama
$177K -$12.3K -86 -7%
SAM
895
Smartleaf Asset Management
Massachusetts
$173K +$19.2K +134 +13%
BBHC
896
Brown Brothers Harriman & Co
New York
$171K -$7.04K -49 -4%
LSA
897
Leonteq Securities AG
Switzerland
$168K -$7.61K -53 -5%
RAM
898
Ramirez Asset Management
New York
$165K +$28.7K +200 +23%
AWM
899
Ameliora Wealth Management
Switzerland
$160K
FLPIM
900
F.L. Putnam Investment Management
Massachusetts
$156K +$147K +1,025 New

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.