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Digital Realty Trust

943 hedge funds and large institutions have $27.7B invested in Digital Realty Trust in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 409 increasing their positions, 339 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 339

0.76% more ownership

Funds ownership: 96.47%97.23% (+0.76%)

6% less funds holding

Funds holding: 1,000943 (-57)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less capital invested

Capital invested by funds: $35.6B → $27.7B (-$7.95B)

42% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 118

70% less call options, than puts

Call options by funds: $109M | Put options by funds: $358M

Holders
943
Holders Change
-57
Holders Change %
-5.7%
% of All Funds
16.24%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
69
Increased
409
Reduced
339
Closed
118
Calls
$109M
Puts
$358M
Net Calls
-$250M
Net Calls Change
+$872K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1001
Capital Investment Advisory Services
North Carolina
-$253K -1,948 Closed
SFA
1002
Sequoia Financial Advisors
Ohio
-$251K -1,936 Closed
PJSIMP
1003
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$242K -1,929 Closed
WFG
1004
Wills Financial Group
Virginia
-$249K -1,916 Closed
CCM
1005
Carderock Capital Management
Maryland
-$247K -1,900 Closed
CI
1006
Conning Inc
Connecticut
-$240K -1,850 Closed
SWM
1007
SeaCrest Wealth Management
New York
-$238K -1,832 Closed
AIFAIM
1008
American Institute for Advanced Investment Management
Arizona
-$238K -1,830 Closed
RFA
1009
Resurgent Financial Advisors
Georgia
-$233K -1,794 Closed
CIA
1010
Cascade Investment Advisors
Oregon
-$233K -1,793 Closed
ANB
1011
Amarillo National Bank
Texas
-$232K -1,787 Closed
CI
1012
CPR Investments
Michigan
-$232K -1,787 Closed
CAMG
1013
CWA Asset Management Group
Florida
-$232K -1,784 Closed
NB
1014
NBT Bank
New York
-$231K -1,777 Closed
Lido Advisors
1015
Lido Advisors
California
-$229K -1,765 Closed
MGIM
1016
M&G Investment Management
United Kingdom
-$228 -1,755 Closed
OFS
1017
OneAscent Financial Services
Alabama
-$227K -1,749 Closed
RFC
1018
Regions Financial Corp
Alabama
-$225K -1,731 Closed
JF
1019
Jump Financial
Illinois
-$222K -1,713 Closed
HFAS
1020
Hummer Financial Advisory Services
Illinois
-$221K -1,700 Closed
BFAG
1021
Blackston Financial Advisory Group
Florida
-$217K -1,693 Closed
BA
1022
Bristlecone Advisors
Washington
-$213K -1,644 Closed
LWAC
1023
Laurel Wealth Advisors (California)
California
-$211K -1,625 Closed
FPGK
1024
Financial Partners Group (Kansas)
Kansas
-$210K -1,621 Closed
LWAM
1025
Legacy Wealth Asset Management
Minnesota
-$210K -1,619 Closed

DLR Hedge Fund Activity: Q3 2022 in Review

943 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2022, worth a combined $27.7B — down 22% from $35.6B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of DLR and 69 opened new positions — a net loss of 49 holders — while 339 trimmed existing stakes and 409 added.

The largest buyer was Cohen & Steers, adding an estimated $532M. The largest seller was Capital International Investors, cutting an estimated $581M.

  • 943 institutional investors held Digital Realty Trust (DLR) as of Q3 2022, down from 1,000 in Q2 2022.
  • Funds reported $27.7B of Digital Realty Trust stock for Q3 2022, down 22% quarter-over-quarter.
  • 69 funds opened new Digital Realty Trust positions in Q3 2022 and 118 closed out, a net change of -49 holders.
  • The largest Digital Realty Trust buyer in Q3 2022 was Cohen & Steers, an estimated $532M added.
  • The largest Digital Realty Trust seller in Q3 2022 was Capital International Investors, an estimated $581M sold.

Based on aggregated 13F filings for Q3 2022.