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Digital Realty Trust
DLR

1,047 hedge funds and large institutions have $44.8B invested in Digital Realty Trust in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 415 increasing their positions, 394 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 89

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

5% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 394

5% more capital invested

Capital invested by funds: $42.7B → $44.8B (+$2.1B)

1% more funds holding

Funds holding: 1,038 → 1,047 (+9)

4.93% less ownership

Funds ownership: 104.65% → 99.72% (-4.9%)

48% less call options, than puts

Call options by funds: $328M | Put options by funds: $634M

Holders
1,047
Holders Change
+9
Holders Change %
+0.87%
% of All Funds
15.08%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
109
Increased
415
Reduced
394
Closed
89
Calls
$328M
Puts
$634M
Net Calls
-$306M
Net Calls Change
+$215M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$281M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$134M
3
Prudential Financial
Prudential Financial
New Jersey
+$94.7M
4
MCM
Moore Capital Management
New York
+$93.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$92.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$574M
2
State Street
State Street
Massachusetts
-$239M
3
Principal Financial Group
Principal Financial Group
Iowa
-$209M
4
Wells Fargo
Wells Fargo
California
-$191M
5
PI
PGGM Investments
Netherlands
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1001
Aspire Private Capital
North Carolina
$6.34K – – –
IRC
1002
Investors Research Corp
Georgia
$6.19K – – –
AAP
1003
Arax Advisory Partners
Colorado
$5.76K – – –
WWP
1004
WR Wealth Planners
Missouri
$5.33K +$5.23K +37 New
AW
1005
Avion Wealth
Texas
$5K +$1.55K +11 +50%
KWAG
1006
Kiely Wealth Advisory Group
North Carolina
$4.9K +$4.8K +34 New
PWMG
1007
Private Wealth Management Group
New Jersey
$4.75K -$7.07K -50 -60%
FFA
1008
Frazier Financial Advisors
Ohio
$4.75K – – –
FFC
1009
First Financial Corp
Indiana
$4.61K -$41.3K -292 -90%
Kayne Anderson Rudnick Investment Management
1010
Kayne Anderson Rudnick Investment Management
California
$4.32K -$141 -1 -3%
MA
1011
MCF Advisors
Kentucky
$4.03K +$565 +4 +17%
CWC
1012
Carolinas Wealth Consulting
North Carolina
$4.03K – – –
EBA
1013
Eagle Bay Advisors
New York
$3.31K – – –
ME
1014
McIlrath & Eck
Washington
$3.31K – – –
CP
1015
Castleview Partners
Texas
$3.17K +$141 +1 +5%
RWML
1016
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.17K +$3.11K +22 New
NRG
1017
Nemes Rush Group
Michigan
$3.02K – – –
PCM
1018
Penserra Capital Management
California
$3K -$194K -1,376 -98%
TCA
1019
Trifecta Capital Advisors
Illinois
$2.74K – – –
NCTC
1020
New Covenant Trust Company
Indiana
$2.45K +$2.4K +17 New
CAC
1021
Core Alternative Capital
Georgia
$2.31K -$12.6K -89 -85%
LI
1022
LRI Investments
Florida
$2.21K +$2.12K +15 New
AP
1023
Aspect Partners
Virginia
$2.16K – – –
FRA
1024
Frank Rimerman Advisors
California
$2.16K – – –
SHIM
1025
Stone House Investment Management
Pennsylvania
$2.16K +$2.12K +15 New
39 40
41
42 43

DLR Hedge Fund Activity: Q1 2024 in Review

1,047 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2024, worth a combined $44.8B — up 4.9% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new DLR positions and 89 closed out — a net gain of 20 holders — while 415 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Morgan Stanley, cutting an estimated $574M.

  • 1,047 institutional investors held Digital Realty Trust (DLR) as of Q1 2024, up from 1,038 in Q4 2023.
  • Funds reported $44.8B of Digital Realty Trust stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 109 funds opened new Digital Realty Trust positions in Q1 2024 and 89 closed out, a net change of +20 holders.
  • The largest Digital Realty Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $281M added.
  • The largest Digital Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $574M sold.

Based on aggregated 13F filings for Q1 2024.