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Digital Realty Trust

1,046 hedge funds and large institutions have $44.8B invested in Digital Realty Trust in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 415 increasing their positions, 394 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 89

16% more funds holding in top 10

Funds holding in top 10: 1922 (+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: 1,0381,046 (+8)

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
1,046
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.07%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
108
Increased
415
Reduced
394
Closed
89
Calls
$328M
Puts
$634M
Net Calls
-$306M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
T
1026
Tidemark
California
$2.02K
VCM
1027
Versant Capital Management
Arizona
$2.02K
TCM
1028
Tradewinds Capital Management
Washington
$1.58K
PCMC
1029
Planning Capital Management Corporation
Pennsylvania
$1.44K +$1.41K +10 New
FCAS
1030
First Command Advisory Services
Texas
$1.44K +$1.41K +10 New
JWA
1031
JFS Wealth Advisors
Pennsylvania
$1.3K
TFM
1032
TFC Financial Management
Massachusetts
$1.15K +$141 +1 +14%
AIC
1033
Archer Investment Corporation
Indiana
$1.15K
MIA
1034
MeadowBrook Investment Advisors
Michigan
$1.15K
A
1035
AlphaQuest
New York
$1.01K +$989 +7 New
CAL
1036
Capital Advisors Ltd
Ohio
$1K +$989 +7 +350%
ECM
1037
Everence Capital Management
Indiana
$969
CPG
1038
Cornerstone Planning Group
New Jersey
$882 +$848 +6 New
SS
1039
Sunbelt Securities
Texas
$864 -$6.5K -46 -88%
CAM
1040
ClariVest Asset Management
California
$719
BFA
1041
BBJS Financial Advisors
Washington
$588 -$7.63K -54 -93%
PCWA
1042
Pacific Capital Wealth Advisors
California
$576 +$565 +4 New
SRCM
1043
Signature Resources Capital Management
California
$538
FGAM
1044
Financial Gravity Asset Management
Texas
$339 -$55K -389 -99%
JWM
1045
Janiczek Wealth Management
Colorado
$289 -$141 -1 -33%
JFGIW
1046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145
DWM
1047
Dogwood Wealth Management
Kansas
$4
CIM
1048
Confluence Investment Management
Missouri
-$99.7M -740,988 Closed
ZIG
1049
Zurich Insurance Group
Switzerland
-$27.5M -204,369 Closed
NSLI
1050
Nan Shan Life Insurance
Taiwan
-$20.1M -149,068 Closed

DLR Hedge Fund Activity: Q1 2024 in Review

1,046 of the 6,942 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: 108 funds opened new DLR positions and 89 closed out — a net gain of 19 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.

  • 1,046 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.
  • 108 funds opened new Digital Realty Trust positions in Q1 2024 and 89 closed out, a net change of +19 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.