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Digital Realty Trust
DLR

947 hedge funds and large institutions have $37.9B invested in Digital Realty Trust in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 355 increasing their positions, 349 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

25% more funds holding in top 10

Funds holding in top 10: 20 → 25 (+5)

3% more funds holding

Funds holding: 922 → 947 (+25)

5% more capital invested

Capital invested by funds: $36.1B → $37.9B (+$1.79B)

2% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 349

5.56% less ownership

Funds ownership: 108.93% → 103.37% (-5.6%)

64% less call options, than puts

Call options by funds: $331M | Put options by funds: $933M

Holders
947
Holders Change
+25
Holders Change %
+2.71%
% of All Funds
15.03%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
100
Increased
355
Reduced
349
Closed
65
Calls
$331M
Puts
$933M
Net Calls
-$602M
Net Calls Change
-$57.3M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$495M
2
JP Morgan Chase
JP Morgan Chase
New York
+$201M
3
RC
Resolution Capital
Australia
+$149M
4
Millennium Management
Millennium Management
New York
+$134M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$788M
2
Citadel Advisors
Citadel Advisors
Florida
-$430M
3
CIM
Centersquare Investment Management
Pennsylvania
-$159M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$154M
5
UM
UniSuper Management
Australia
-$96.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DF
926
DecisionPoint Financial
Arizona
$2.54K +$2.58K +21 New
CP
927
Castleview Partners
Texas
$2.54K -$6.88K -56 -73%
TCA
928
Trifecta Capital Advisors
Illinois
$2.3K – – –
IPW
929
Impact Partnership Wealth
Georgia
$2.3K +$2.33K +19 New
RCM
930
Raleigh Capital Management
North Carolina
$2.26K +$123 +1 +6%
BCMLT
931
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K – – –
RA
932
Rise Advisors
New York
$1.9K – – –
QPBE
933
Quintet Private Bank (Europe)
Luxembourg
$1.81K – – –
USB
934
Union Savings Bank
Connecticut
$1.57K – – –
TCM
935
Tradewinds Capital Management
Washington
$1.33K – – –
SHIM
936
Stone House Investment Management
Pennsylvania
$1.22K +$1.23K +10 New
KC
937
Knuff & Co
California
$1.21K – – –
ECM
938
Everence Capital Management
Indiana
$1.07K – – –
AW
939
Avion Wealth
Texas
$1K – – –
CAM
940
ClariVest Asset Management
California
$1K +$614 +5 New
AIC
941
Archer Investment Corporation
Indiana
$968 – – –
TFM
942
TFC Financial Management
Massachusetts
$848 – – –
ANBT
943
American National Bank & Trust
Texas
$847 -$2.46K -20 -74%
TIM
944
Tortoise Investment Management
New York
$605 +$614 +5 New
PCTC
945
Perkins Coie Trust Company
Washington
$484 +$491 +4 New
Kayne Anderson Rudnick Investment Management
946
Kayne Anderson Rudnick Investment Management
California
$121 – – –
CFD
947
Creative Financial Designs
Indiana
$20 – – –
FPCG
948
Fort Pitt Capital Group
Pennsylvania
– -$54.1M -475,094 Closed
JCAM
949
Jericho Capital Asset Management
New York
– -$37.9M -332,530 Closed
WMSA
950
Weiss Multi-Strategy Advisers
New York
– -$33M -290,000 Closed
36 37
38
39 40

DLR Hedge Fund Activity: Q3 2023 in Review

947 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2023, worth a combined $37.9B — up 5% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DLR positions and 65 closed out — a net gain of 35 holders — while 355 added to existing stakes and 349 trimmed.

The largest buyer was Bank of America, adding an estimated $495M. The largest seller was Cohen & Steers, cutting an estimated $788M.

  • 947 institutional investors held Digital Realty Trust (DLR) as of Q3 2023, up from 922 in Q2 2023.
  • Funds reported $37.9B of Digital Realty Trust stock for Q3 2023, up 5% quarter-over-quarter.
  • 100 funds opened new Digital Realty Trust positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Digital Realty Trust buyer in Q3 2023 was Bank of America, an estimated $495M added.
  • The largest Digital Realty Trust seller in Q3 2023 was Cohen & Steers, an estimated $788M sold.

Based on aggregated 13F filings for Q3 2023.