We are live on ! Find out more
DLR icon

Digital Realty Trust

1,038 hedge funds and large institutions have $42.7B invested in Digital Realty Trust in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 338 increasing their positions, 399 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 70

13% more capital invested

Capital invested by funds: $37.9B → $42.7B (+$4.81B)

10% more funds holding

Funds holding: 9471,038 (+91)

1.28% more ownership

Funds ownership: 103.37%104.65% (+1.3%)

15% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 399

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

62% less call options, than puts

Call options by funds: $320M | Put options by funds: $841M

Holders
1,038
Holders Change
+91
Holders Change %
+9.61%
% of All Funds
15.13%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
177
Increased
338
Reduced
399
Closed
70
Calls
$320M
Puts
$841M
Net Calls
-$521M
Net Calls Change
+$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
1001
Smithfield Trust
Pennsylvania
$6K -$7.1K -55 -52%
APC
1002
Aspire Private Capital
North Carolina
$5.92K -$1.29K -10 -19%
IRC
1003
Investors Research Corp
Georgia
$5.79K -$1.42K -11 -20%
LA
1004
LM Advisors
California
$5.5K +$5.3K +41 New
AWM
1005
Abound Wealth Management
Tennessee
$5.41K -$3.23K -25 -38%
AAP
1006
Arax Advisory Partners
Colorado
$5.38K +$646 +5 +14%
DIP
1007
DT Investment Partners
Pennsylvania
$5.34K
FFA
1008
Frazier Financial Advisors
Ohio
$4.44K +$4.26K +33 New
Kayne Anderson Rudnick Investment Management
1009
Kayne Anderson Rudnick Investment Management
California
$4.17K +$3.75K +29 +2,900%
CWC
1010
Carolinas Wealth Consulting
North Carolina
$3.8K
IWA
1011
IBEX Wealth Advisors
New Jersey
$3.48K -$3.26M -25,209 -100%
SA
1012
Scarborough Advisors
Maryland
$3.37K +$3.23K +25 New
BWM
1013
Baystate Wealth Management
Massachusetts
$3.29K -$904 -7 -23%
MA
1014
MCF Advisors
Kentucky
$3.23K
EBA
1015
Eagle Bay Advisors
New York
$3.1K -$387 -3 -12%
ME
1016
McIlrath & Eck
Washington
$3.1K
AW
1017
Avion Wealth
Texas
$3K +$1.55K +12 +120%
NRG
1018
Nemes Rush Group
Michigan
$2.83K +$2.71K +21 New
CP
1019
Castleview Partners
Texas
$2.83K
TCA
1020
Trifecta Capital Advisors
Illinois
$2.56K
RA
1021
Rise Advisors
New York
$2.11K
AP
1022
Aspect Partners
Virginia
$2.02K +$1.94K +15 New
FRA
1023
Frank Rimerman Advisors
California
$2.02K +$1.94K +15 New
LIWM
1024
Long Island Wealth Management
New York
$2K +$2.33K +18 New
VCM
1025
Versant Capital Management
Arizona
$1.88K -$11.4K -88 -86%

DLR Hedge Fund Activity: Q4 2023 in Review

1,038 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2023, worth a combined $42.7B — up 13% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new DLR positions and 70 closed out — a net gain of 107 holders — while 338 added to existing stakes and 399 trimmed.

The largest buyer was Norges Bank, adding an estimated $546M. The largest seller was JP Morgan Chase, cutting an estimated $389M.

  • 1,038 institutional investors held Digital Realty Trust (DLR) as of Q4 2023, up from 947 in Q3 2023.
  • Funds reported $42.7B of Digital Realty Trust stock for Q4 2023, up 13% quarter-over-quarter.
  • 177 funds opened new Digital Realty Trust positions in Q4 2023 and 70 closed out, a net change of +107 holders.
  • The largest Digital Realty Trust buyer in Q4 2023 was Norges Bank, an estimated $546M added.
  • The largest Digital Realty Trust seller in Q4 2023 was JP Morgan Chase, an estimated $389M sold.

Based on aggregated 13F filings for Q4 2023.