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Digital Realty Trust

964 hedge funds and large institutions have $28.6B invested in Digital Realty Trust in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 358 increasing their positions, 377 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 89

3.24% more ownership

Funds ownership: 97.23%100.47% (+3.2%)

2% more funds holding

Funds holding: 942964 (+22)

3% more capital invested

Capital invested by funds: $27.7B → $28.6B (+$912M)

5% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 377

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

46% less call options, than puts

Call options by funds: $163M | Put options by funds: $301M

Holders
964
Holders Change
+22
Holders Change %
+2.34%
% of All Funds
15.5%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
126
Increased
358
Reduced
377
Closed
89
Calls
$163M
Puts
$301M
Net Calls
-$138M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
901
Capital Advisors Ltd
Ohio
$10K +$10.5K +103 New
AAG
902
Armstrong Advisory Group
Massachusetts
$9.63K +$9.8K +96 New
CSPIA
903
Cary Street Partners Investment Advisory
Virginia
$9.32K +$9.49K +93 New
BHWM
904
Beaird Harris Wealth Management
Texas
$9.02K +$8.47K +83 +1,186%
MYAM
905
Meiji Yasuda Asset Management
Japan
$8.76K +$45.6K +447 +0.5%
BAAM
906
Baker Avenue Asset Management
California
$8.72K +$8.88K +87 New
BC
907
Barrett & Company
Rhode Island
$8.02K
MA
908
Montag & Associates
Georgia
$7.7K -$149K -1,461 -96%
GA
909
GoalVest Advisory
New York
$7.59K
DAM
910
Delta Asset Management
Tennessee
$7.32K +$7.45K +73 New
CAC
911
Core Alternative Capital
Georgia
$7.22K -$17.3K -170 -70%
BIA
912
Bell Investment Advisors
California
$6.12K -$2.14K -21 -26%
ANBT
913
American National Bank & Trust
Texas
$6K +$4.8K +47 +470%
EE
914
EWG Elevate
California
$5.62K +$5.71K +56 New
MRCM
915
M&R Capital Management
New Jersey
$5.51K -$51K -500 -90%
CP
916
Castleview Partners
Texas
$5.42K +$5.51K +54 New
IRC
917
Investors Research Corp
Georgia
$5.42K
CWA
918
Clearview Wealth Advisors
Oregon
$5.11K
HS
919
Horan Securities
United States
$5.01K
LJHT
920
Laurie J. Hall Trustee
$5K -$3.06K -30 -36%
BWM
921
Baystate Wealth Management
Massachusetts
$5K +$816 +8 +19%
PFG
922
Piershale Financial Group
Illinois
$4.81K +$4.9K +48 New
NIC
923
Northwest Investment Counselors
Oregon
$4.67K +$102 +1 +2%
NOI
924
Newton One Investments
Delaware
$4.61K -$4.69K -46 -50%
OSNBOA
925
Old Second National Bank of Aurora
Illinois
$4.61K

DLR Hedge Fund Activity: Q4 2022 in Review

964 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2022, worth a combined $28.6B — up 3.3% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new DLR positions and 89 closed out — a net gain of 37 holders — while 358 added to existing stakes and 377 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $688M. The largest seller was Capital International Investors, cutting an estimated $408M.

  • 964 institutional investors held Digital Realty Trust (DLR) as of Q4 2022, up from 942 in Q3 2022.
  • Funds reported $28.6B of Digital Realty Trust stock for Q4 2022, up 3.3% quarter-over-quarter.
  • 126 funds opened new Digital Realty Trust positions in Q4 2022 and 89 closed out, a net change of +37 holders.
  • The largest Digital Realty Trust buyer in Q4 2022 was Cohen & Steers, an estimated $688M added.
  • The largest Digital Realty Trust seller in Q4 2022 was Capital International Investors, an estimated $408M sold.

Based on aggregated 13F filings for Q4 2022.