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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
OWP
1026
Obermeyer Wealth Partners
Colorado
-$206K -1,585 Closed
WLPWM
1027
Walled Lake Planning & Wealth Management
Illinois
-$206K -1,583 Closed
AAM
1028
Auxier Asset Management
Oregon
-$204K -1,569 Closed
CT
1029
Chicago Trust
Illinois
-$203K -1,561 Closed
CS
1030
Cannell & Spears
New York
-$202K -1,559 Closed
DWT
1031
Dorsey & Whitney Trust
South Dakota
-$203K -1,558 Closed
CC
1032
Commons Capital
Massachusetts
-$201K -1,548 Closed
PFS
1033
Prospera Financial Services
Texas
-$135K -1,003 Closed
SSG
1034
Summit Securities Group
New York
-$72.9K -594 -100%
CI
1035
CX Institutional
Indiana
-$75K -577 Closed
CCM
1036
Chilton Capital Management
Texas
-$65K -500 Closed
PFGIA
1037
Patriot Financial Group Insurance Agency
Massachusetts
-$48K -369 Closed
GGI
1038
Godsey & Gibb Inc
Virginia
-$45K -350 Closed
CWP
1039
Concord Wealth Partners
Virginia
-$40K -311 Closed
SIAP
1040
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$39K -303 Closed
COCM
1041
Charter Oak Capital Management
New Hampshire
-$38K -296 Closed
BMD
1042
Better Money Decisions
New Mexico
-$31K -242 Closed
FPB
1043
First PREMIER Bank
South Dakota
-$31K -239 Closed
MS
1044
Marshall & Sullivan
Washington
-$31K -239 Closed
RIM
1045
Rockbridge Investment Management
New York
-$26K -200 Closed
VNA
1046
Valley National Advisers
Pennsylvania
-$20K -158 Closed
AW
1047
ACG Wealth
Georgia
-$12K -93 Closed
FBC
1048
Fairfield, Bush & Co
Connecticut
-$10K -75 Closed
BBPWM
1049
Blue Bell Private Wealth Management
Pennsylvania
-$8K -60 Closed
PMFA
1050
Plante Moran Financial Advisors
Michigan
-$6.75K -55 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.