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Digital Realty Trust
DLR

Overview Fund Activity

1,100 hedge funds and large institutions have $48.8B invested in Digital Realty Trust in 2024 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 383 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+19
Holders Change %
+1.76%
% of All Funds
15.91%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
112
Increased
448
Reduced
383
Closed
75
Calls
$459M
Puts
$389M
Net Calls
+$69.9M
Net Calls Change
+$81M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$584M
2
Cohen & Steers
Cohen & Steers
New York
+$188M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$133M
4
Bank of America
Bank of America
North Carolina
+$104M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$72.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$318M
2
State Street
State Street
Massachusetts
-$131M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$102M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
876
Fiduciary Group
Georgia
$223K – – –
CS
877
Cannell & Spears
New York
$222K – – –
BWP
878
Balboa Wealth Partners
Arizona
$222K +$4.37K +27 +2%
1WA
879
180 Wealth Advisors
Washington
$221K +$8.25K +51 +4%
LFA
880
Legacy Financial Advisors
Kentucky
$221K -$1.13K -7 -0.5%
MGP
881
M&G plc
United Kingdom
$220K – – –
RPWA
882
Regent Peak Wealth Advisors
Georgia
$220K +$1.46K +9 +0.7%
FCBT
883
First Citizens Bank & Trust
North Carolina
$220K +$4.53K +28 +2%
OPW
884
Oxler Private Wealth
New York
$218K +$1.62K +10 +0.7%
PP
885
PDS Planning
Ohio
$215K +$215K +1,330 New
HDIM
886
Hanson & Doremus Investment Management
Vermont
$214K -$4.54K -28 -2%
BCM
887
Bourgeon Capital Management
Connecticut
$212K +$212K +1,309 New
TSMHT
888
Thurston Springer Miller Herd & Titak
Indiana
$210K +$12.5K +77 +6%
AAM
889
Aureus Asset Management
Massachusetts
$210K +$210K +1,295 New
TIAA Trust, National Association
890
TIAA Trust, National Association
North Carolina
$208K -$8.58K -53 -4%
BWP
891
BSW Wealth Partners
Colorado
$207K -$34.1K -211 -14%
MCM
892
Manchester Capital Management
Vermont
$207K +$971 +6 +0.5%
PCG
893
Prosperity Consulting Group
Maryland
$206K +$206K +1,273 New
TCA
894
Transcend Capital Advisors
New Jersey
$205K +$205K +1,267 New
CRI
895
Colonial River Investments
Virginia
$203K -$12.9K -80 -6%
AWM
896
Axxcess Wealth Management
California
$203K -$12.9K -80 -6%
MW
897
Marcum Wealth
Ohio
$203K +$203K +1,254 New
WAM
898
Walker Asset Management
Missouri
$202K +$202K +1,251 New
BIA
899
Beacon Investment Advisors
Maryland
$202K +$202K +1,246 New
CWM
900
Cornerstone Wealth Management
Missouri
$202K +$202K +1,247 New
34 35
36
37 38