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Digital Realty Trust

1,087 hedge funds and large institutions have $48.7B invested in Digital Realty Trust in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 490 increasing their positions, 317 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 66

55% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 317

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

9% more capital invested

Capital invested by funds: $44.8B → $48.7B (+$3.92B)

4% more funds holding

Funds holding: 1,0461,087 (+41)

0.51% less ownership

Funds ownership: 99.72%99.21% (-0.51%)

3% less call options, than puts

Call options by funds: $382M | Put options by funds: $393M

Holders
1,087
Holders Change
+41
Holders Change %
+3.92%
% of All Funds
15.7%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
121
Increased
490
Reduced
317
Closed
66
Calls
$382M
Puts
$393M
Net Calls
-$11.2M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1001
Triad Wealth Partners
Kansas
$21.3K +$20.1K +140 New
VNA
1002
Valley National Advisers
Pennsylvania
$21K +$6.89K +48 +51%
VWM
1003
Venturi Wealth Management
Texas
$20.4K +$11.1K +77 +135%
PWMG
1004
Prestige Wealth Management Group
New Jersey
$20.4K -$523K -3,645 -96%
WPA
1005
West Paces Advisors
Georgia
$19K
DWS
1006
Dynamic Wealth Strategies
California
$19K
GKIM
1007
GW&K Investment Management
Massachusetts
$19K +$2.15K +15 +14%
HIA
1008
Harbor Investment Advisory
Maryland
$18.1K
KFI
1009
Key Financial Inc
Pennsylvania
$17.9K
ATC
1010
Adirondack Trust Company
New York
$17.9K +$3.3K +23 +24%
CAS
1011
Coppell Advisory Solutions
Texas
$17.2K +$16.2K +113 New
LFG
1012
Larson Financial Group
Missouri
$16.1K -$5.03K -35 -25%
RCM
1013
Raleigh Capital Management
North Carolina
$15.8K -$862 -6 -5%
S
1014
Sachetta
Massachusetts
$15.2K +$4.88K +34 +48%
ETS
1015
ESL Trust Services
New York
$15.2K
KLWA
1016
Kelly Lawrence W & Associates
California
$15.2K
WIM
1017
Westside Investment Management
California
$15.2K
AAG
1018
Armstrong Advisory Group
Massachusetts
$14.6K
ME
1019
McIlrath & Eck
Washington
$14.6K +$10.5K +73 +317%
DAM
1020
Delta Asset Management
Tennessee
$14K
GBT
1021
Grove Bank & Trust
Florida
$13.5K
HWA
1022
HHM Wealth Advisors
Tennessee
$12.9K -$24.1K -168 -66%
CA
1023
Crewe Advisors
Utah
$12.9K -$4.74K -33 -28%
OA
1024
Operose Advisors
Wisconsin
$12.9K
BC
1025
Barrett & Company
Rhode Island
$12.2K

DLR Hedge Fund Activity: Q2 2024 in Review

1,087 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2024, worth a combined $48.7B — up 8.7% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DLR positions and 66 closed out — a net gain of 55 holders — while 490 added to existing stakes and 317 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $400M. The largest seller was UBS AM, cutting an estimated $399M.

  • 1,087 institutional investors held Digital Realty Trust (DLR) as of Q2 2024, up from 1,046 in Q1 2024.
  • Funds reported $48.7B of Digital Realty Trust stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 121 funds opened new Digital Realty Trust positions in Q2 2024 and 66 closed out, a net change of +55 holders.
  • The largest Digital Realty Trust buyer in Q2 2024 was JP Morgan Chase, an estimated $400M added.
  • The largest Digital Realty Trust seller in Q2 2024 was UBS AM, an estimated $399M sold.

Based on aggregated 13F filings for Q2 2024.