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Digital Realty Trust

914 hedge funds and large institutions have $29B invested in Digital Realty Trust in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 387 increasing their positions, 335 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 335

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.49% more ownership

Funds ownership: 100.47%101.96% (+1.5%)

2% more capital invested

Capital invested by funds: $28.6B → $29B (+$436M)

5% less funds holding

Funds holding: 964914 (-50)

26% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 107

49% less call options, than puts

Call options by funds: $167M | Put options by funds: $325M

Holders
914
Holders Change
-50
Holders Change %
-5.19%
% of All Funds
14.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
79
Increased
387
Reduced
335
Closed
107
Calls
$167M
Puts
$325M
Net Calls
-$159M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
976
NewEdge Wealth
Pennsylvania
-$226K -2,250 Closed
GW
977
GW & Wade
Massachusetts
-$213K -2,120 Closed
NP
978
NorthRock Partners
Minnesota
-$211K -2,100 Closed
DA
979
Doliver Advisors
Texas
-$206K -2,053 Closed
GAM
980
Garrison Asset Management
Arkansas
-$203K -2,020 Closed
SAM
981
Silvercrest Asset Management
New York
-$201K -2,000 Closed
TP
982
Tranquility Partners
Tennessee
-$201K -2,000 Closed
TPWA
983
TRUE Private Wealth Advisors
Oregon
-$201K -2,000 Closed
TIA
984
Tiemann Investment Advisors
California
-$190K -1,892 Closed
PWP
985
Phillips Wealth Planners
Mississippi
-$207K -1,829 Closed
SAM
986
Shell Asset Management
Netherlands
-$145K -1,442 Closed
MCC
987
Money Concepts Capital
Florida
-$132K -1,320 Closed
CF
988
Centaurus Financial
California
-$110K -1,097 Closed
SOW
989
State of Wyoming
Wyoming
-$97.6K -973 Closed
RFA
990
Resurgent Financial Advisors
Georgia
-$89.1K -889 Closed
AWM
991
Accurate Wealth Management
Florida
-$77K -753 Closed
WR
992
WD Rutherford
Oregon
-$57.7K -550 Closed
PFC
993
Phocas Financial Corp
California
-$52.1K -520 Closed
CCM
994
Copeland Capital Management
Pennsylvania
-$51K -510 Closed
ZIG
995
Zullo Investment Group
Pennsylvania
-$42K -419 Closed
AF
996
Affiance Financial
Minnesota
-$33.7K -336 Closed
MS
997
Marshall & Sullivan
Washington
-$24K -239 Closed
GMA
998
Glassy Mountain Advisors
Maryland
-$20.1K -200 Closed
RFS
999
Retirement Financial Solutions
Tennessee
-$19.5K -194 Closed
DWP
1000
Destiny Wealth Partners
Florida
-$18.4K -183 Closed

DLR Hedge Fund Activity: Q1 2023 in Review

914 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2023, worth a combined $29B — up 1.5% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of DLR and 79 opened new positions — a net loss of 28 holders — while 335 trimmed existing stakes and 387 added.

The largest buyer was Cohen & Steers, adding an estimated $401M. The largest seller was Capital Research Global Investors, cutting an estimated $103M.

  • 914 institutional investors held Digital Realty Trust (DLR) as of Q1 2023, down from 964 in Q4 2022.
  • Funds reported $29B of Digital Realty Trust stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 79 funds opened new Digital Realty Trust positions in Q1 2023 and 107 closed out, a net change of -28 holders.
  • The largest Digital Realty Trust buyer in Q1 2023 was Cohen & Steers, an estimated $401M added.
  • The largest Digital Realty Trust seller in Q1 2023 was Capital Research Global Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2023.