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Digital Realty Trust
DLR

Overview Fund Activity

1,199 hedge funds and large institutions have $58.1B invested in Digital Realty Trust in 2024 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 431 increasing their positions, 417 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,199
Holders Change
+99
Holders Change %
+9%
% of All Funds
15.96%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.39%
New
196
Increased
431
Reduced
417
Closed
82
Calls
$493M
Puts
$304M
Net Calls
+$189M
Net Calls Change
+$119M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$329M
2
Deutsche Bank
Deutsche Bank
Germany
+$218M
3
BlackRock
BlackRock
New York
+$194M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$130M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$113M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$548M
2
Cohen & Steers
Cohen & Steers
New York
-$428M
3
PFA
Pathway Financial Advisers
Indiana
-$326M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$138M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
901
Cerro Pacific Wealth Advisors
California
$257K -$339K -2,096 -57%
CMI
902
Clare Market Investments
Texas
$256K – – –
WEG
903
World Equity Group
Illinois
$256K +$256K +1,444 New
LFA
904
Legacy Financial Advisors
Kentucky
$255K +$13.1K +74 +5%
CF
905
Centaurus Financial
California
$254K +$7.62K +43 +3%
GSB
906
Greenfield Savings Bank
Massachusetts
$254K +$254K +1,432 New
PP
907
PDS Planning
Ohio
$253K +$17.4K +98 +7%
RWM
908
Riverbend Wealth Management
South Carolina
$252K +$252K +1,410 New
MW
909
Marcum Wealth
Ohio
$251K +$28.6K +161 +13%
TFIPS
910
Towarzystwo Funduszy Inwestycyjnych PZU SA
$250K +$46.1K +260 +23%
PCG
911
Prosperity Consulting Group
Maryland
$249K +$22.9K +129 +10%
IC
912
Iconiq Capital
California
$249K +$249K +1,402 New
CFO
913
Callan Family Office
Pennsylvania
$248K +$248K +1,400 New
LFAS
914
Level Four Advisory Services
Texas
$248K +$9.4K +53 +4%
BWP
915
BSW Wealth Partners
Colorado
$247K +$19.9K +112 +9%
RPWA
916
Regent Peak Wealth Advisors
Georgia
$246K +$4.08K +23 +2%
FG
917
Fiduciary Group
Georgia
$244K – – –
CS
918
Cannell & Spears
New York
$244K +$532 +3 +0.2%
BG
919
Bahl & Gaynor
Ohio
$240K -$5.68K -32 -2%
IAIM
920
International Assets Investment Management
Florida
$240K +$240K +1,354 New
LF
921
Lighthouse Financial
Florida
$239K +$239K +1,350 New
OPW
922
Oxler Private Wealth
New York
$239K – – –
GSC
923
Ground Swell Capital
South Carolina
$238K +$238K +1,343 New
BA
924
Bristlecone Advisors
Washington
$237K -$21.3K -120 -8%
WAP
925
Wealthcare Advisory Partners
Pennsylvania
$237K -$314K -1,772 -57%
35 36
37
38 39