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Digital Realty Trust
DLR

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: 22 → 26 (+4)

9% more capital invested

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

4% more funds holding

Funds holding: 1,046 → 1,087 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$400M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$320M
3
Norges Bank
Norges Bank
Norway
+$307M
4
Cohen & Steers
Cohen & Steers
New York
+$196M
5
BlackRock
BlackRock
New York
+$168M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$399M
2
Invesco
Invesco
Georgia
-$250M
3
Citadel Advisors
Citadel Advisors
Florida
-$223M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
5
MCM
Moore Capital Management
New York
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1051
Kayne Anderson Rudnick Investment Management
California
$5.01K +$431 +3 +10%
CWC
1052
Carolinas Wealth Consulting
North Carolina
$4.26K – – –
MA
1053
MCF Advisors
Kentucky
$4.26K – – –
PCM
1054
Penserra Capital Management
California
$4K – – –
NRG
1055
Nemes Rush Group
Michigan
$3.19K – – –
PCMC
1056
Planning Capital Management Corporation
Pennsylvania
$3.04K +$1.44K +10 +100%
SC
1057
SouthState Corp
Florida
$3.04K +$2.87K +20 New
TCA
1058
Trifecta Capital Advisors
Illinois
$2.89K – – –
EBA
1059
Eagle Bay Advisors
New York
$2.74K -$718 -5 -22%
CP
1060
Castleview Partners
Texas
$2.43K -$862 -6 -27%
CAC
1061
Core Alternative Capital
Georgia
$2.43K – – –
LI
1062
LRI Investments
Florida
$2.35K – – –
QPBE
1063
Quintet Private Bank (Europe)
Luxembourg
$2.28K – – –
IGWM
1064
ICA Group Wealth Management
Colorado
$2.28K -$9.76K -68 -82%
AP
1065
Aspect Partners
Virginia
$2.28K – – –
VCM
1066
Versant Capital Management
Arizona
$2.13K – – –
CAL
1067
Capital Advisors Ltd
Ohio
$2K +$287 +2 +22%
USB
1068
Union Savings Bank
Connecticut
$1.98K +$1.87K +13 New
PCA
1069
Providence Capital Advisors
North Carolina
$1.82K +$1.72K +12 New
TCM
1070
Tradewinds Capital Management
Washington
$1.67K – – –
TFM
1071
TFC Financial Management
Massachusetts
$1.67K +$431 +3 +38%
RFG
1072
RFP Financial Group
Georgia
$1.67K +$1.58K +11 New
TFA
1073
Toth Financial Advisory
Virginia
$1.67K +$1.58K +11 New
HWM
1074
HighMark Wealth Management
Minnesota
$1.52K +$1.44K +10 New
UWS
1075
Unique Wealth Strategies
Illinois
$1.44K +$1.44K +10 New
41 42
43
44 45

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.