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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
RA
951
Rise Advisors
New York
$1.5K +$1.53K +15 New
TCOT
952
Trust Company of Toledo
Ohio
$1.35K -$20.8K -204 -1%
RFG
953
RFP Financial Group
Georgia
$1K +$1.02K +10 New
WWM
954
Wolff Wiese Magana
California
$1K +$1.02K +10 New
FMP
955
Financial Management Professionals
Texas
$1K -$175K -1,711 -100%
FGAM
956
Financial Gravity Asset Management
Texas
$1K -$33.6K -329 -74%
YDMI
957
Y.D. More Investments
Israel
$912 +$918 +9 New
ECM
958
Everence Capital Management
Indiana
$886 +$292K +2,860 +48%
TFM
959
TFC Financial Management
Massachusetts
$702 -$408 -4 -36%
NC
960
NewSquare Capital
Pennsylvania
$602 +$612 +6 New
AA
961
Addison Advisors
Vermont
$401
FCA
962
Fortis Capital Advisors
Kansas
$401 +$408 +4 New
BWM
963
BerganKDV Wealth Management
Minnesota
$56 -$1.43K -14 -93%
BC
964
Burleson & Co
California
$10
WIM
965
Westside Investment Management
California
$10
GA
966
GRS Advisors
Illinois
-$22M -222,124 Closed
OA
967
Oak Associates
Ohio
-$16.9M -170,145 Closed
BG
968
Bahl & Gaynor
Ohio
-$11.5M -116,104 Closed
Parallax Volatility Advisers
969
Parallax Volatility Advisers
California
-$9.43M -92,397 Closed
TCBWMS
970
Texas Capital Bank Wealth Management Services
Texas
-$8.84M -89,120 Closed
ACI
971
Alpha Cubed Investments
California
-$7.93M -79,992 Closed
Marshall Wace
972
Marshall Wace
United Kingdom
-$5.96M -60,059 Closed
CFG
973
Citizens Financial Group
Rhode Island
-$4.09M -41,247 Closed
IAIM
974
Industrial Alliance Investment Management
Quebec, Canada
-$4.02M -40,550 Closed
Connor, Clark & Lunn Investment Management (CC&L)
975
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.67M -36,968 Closed

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.