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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
OA
1001
Operose Advisors
Wisconsin
-$16.8K -168 Closed
SC
1002
Seldon Capital
California
-$15.1K -151 Closed
SC
1003
SouthState Corp
Florida
-$14.6K -146 Closed
MFA
1004
McClarren Financial Advisors
Pennsylvania
-$14K -141 Closed
MS
1005
Madden Securities
Texas
-$12.8K -128 Closed
OLVIG
1006
Oliver Lagore Vanvalin Investment Group
Michigan
-$11.5K -115 Closed
3IP
1007
3Chopt Investment Partners
Virginia
-$11.5K -113 Closed
MMG
1008
Monetary Management Group
Missouri
-$11.2K -112 Closed
PR
1009
Payden & Rygel
California
-$11K -110 Closed
BHWM
1010
Beaird Harris Wealth Management
Texas
-$9.02K -90 Closed
GA
1011
GoalVest Advisory
New York
-$7.59K -76 Closed
EE
1012
EWG Elevate
California
-$5.62K -56 Closed
IGWM
1013
ICA Group Wealth Management
Colorado
-$4.11K -41 Closed
JFGIW
1014
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$4.06K -40 Closed
CA
1015
Corrado Advisors
New Jersey
-$3.31K -33 Closed
CBT
1016
Central Bank & Trust
Kentucky
-$2.91K -29 Closed
QL
1017
Quarry LP
New York
-$2.71K -27 Closed
CA
1018
Crewe Advisors
Utah
-$2K -20 Closed
MPCL
1019
My Personal CFO LLC
Washington
-$1.5K -15 Closed
RFG
1020
RFP Financial Group
Georgia
-$1K -10 Closed
FCAS
1021
First Command Advisory Services
Texas
+$105 +1 New

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.