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Digital Realty Trust

1,047 hedge funds and large institutions have $44.8B invested in Digital Realty Trust in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 415 increasing their positions, 394 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 89

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

5% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 394

5% more capital invested

Capital invested by funds: $42.7B → $44.8B (+$2.1B)

1% more funds holding

Funds holding: 1,0391,047 (+8)

4.93% less ownership

Funds ownership: 104.65%99.72% (-4.9%)

48% less call options, than puts

Call options by funds: $328M | Put options by funds: $634M

Holders
1,047
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.08%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
108
Increased
415
Reduced
394
Closed
89
Calls
$328M
Puts
$634M
Net Calls
-$306M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
926
Pacific Center for Financial Services
California
$42.8K +$16K +113 +61%
CFO
927
CVA Family Office
Colorado
$39.3K +$424 +3 +1%
ZB
928
Zions Bancorporation
Utah
$38.9K -$1.55K -11 -4%
GWSG
929
GPS Wealth Strategies Group
Colorado
$38.6K -$3.39K -24 -8%
GWP
930
Gen-Wealth Partners
Michigan
$38.2K +$37.5K +265 New
AT
931
Arlington Trust
Alabama
$37.6K
GCM
932
Gables Capital Management
Florida
$37.5K
HWA
933
HHM Wealth Advisors
Tennessee
$36.4K
EWP
934
Elevation Wealth Partners
California
$35.3K
CSB
935
City State Bank
Iowa
$35K +$2.4K +17 +8%
WAG
936
Wiser Advisor Group
Arizona
$34.1K +$424 +3 +1%
BEI
937
Benjamin Edwards Inc
Missouri
$34K +$8.2K +58 +33%
FFWM
938
Future Financial Wealth Management
Ohio
$33.8K +$33.2K +235 New
WWM
939
Wolff Wiese Magana
California
$33.6K
BGAI
940
Bruce G. Allen Investments
Colorado
$33.3K -$17.9K -127 -35%
BL
941
BFSG LLC
California
$33.1K
BWP
942
Baldwin Wealth Partners
Massachusetts
$31.7K
SWM
943
Sugarloaf Wealth Management
Georgia
$31.4K +$141 +1 +0.5%
DJSG
944
D.J. St. Germain
Massachusetts
$31.1K
DIP
945
DT Investment Partners
Pennsylvania
$30.5K +$24.7K +175 +473%
OIAM
946
OFI Invest Asset Management
France
$29.9K +$707 +5 +2%
HCM
947
Horrell Capital Management
Arkansas
$29K
GA
948
GoalVest Advisory
New York
$28.8K +$28.3K +200 New
MCM
949
MV Capital Management
Maryland
$28.7K +$141 +1 +0.5%
RA
950
Rise Advisors
New York
$28.2K +$25.4K +180 +1,125%

DLR Hedge Fund Activity: Q1 2024 in Review

1,047 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2024, worth a combined $44.8B — up 4.9% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DLR positions and 89 closed out — a net gain of 19 holders — while 415 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Morgan Stanley, cutting an estimated $574M.

  • 1,047 institutional investors held Digital Realty Trust (DLR) as of Q1 2024, up from 1,039 in Q4 2023.
  • Funds reported $44.8B of Digital Realty Trust stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 108 funds opened new Digital Realty Trust positions in Q1 2024 and 89 closed out, a net change of +19 holders.
  • The largest Digital Realty Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $281M added.
  • The largest Digital Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $574M sold.

Based on aggregated 13F filings for Q1 2024.