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Digital Realty Trust

914 hedge funds and large institutions have $29B invested in Digital Realty Trust in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 387 increasing their positions, 335 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 335

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.49% more ownership

Funds ownership: 100.47%101.96% (+1.5%)

2% more capital invested

Capital invested by funds: $28.6B → $29B (+$436M)

5% less funds holding

Funds holding: 964914 (-50)

26% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 107

49% less call options, than puts

Call options by funds: $167M | Put options by funds: $325M

Holders
914
Holders Change
-50
Holders Change %
-5.19%
% of All Funds
14.57%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
79
Increased
387
Reduced
335
Closed
107
Calls
$167M
Puts
$325M
Net Calls
-$159M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.62B +$85.3M +809,249 +2%
Cohen & Steers
2
Cohen & Steers
New York
$3.15B +$401M +3,806,152 +13%
BlackRock
3
BlackRock
New York
$2.71B +$19.6M +185,845 +0.7%
State Street
4
State Street
Massachusetts
$1.98B +$10.1M +96,038 +0.5%
AAMU
5
APG Asset Management US
New York
$985M +$2.76M +26,148 +0.3%
Principal Financial Group
6
Principal Financial Group
Iowa
$705M +$18.6M +176,565 +3%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$600M +$75.4M +715,291 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$592M +$2.61M +24,736 +0.4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$578M +$65.3M +619,551 +12%
Norges Bank
10
Norges Bank
Norway
$566M +$142M +1,349,096 +31%
Morgan Stanley
11
Morgan Stanley
New York
$497M +$73.8M +699,616 +16%
Invesco
12
Invesco
Georgia
$474M +$8.76M +83,146 +2%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$459M +$24.2M +229,131 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$404M +$10.2M +96,795 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$400M +$14.5M +137,261 +3%
Capital World Investors
16
Capital World Investors
California
$395M +$3.16M +30,022 +0.8%
CIM
17
Centersquare Investment Management
Pennsylvania
$391M +$26.5M +251,064 +7%
Northern Trust
18
Northern Trust
Illinois
$377M -$8.96M -85,044 -2%
Capital Research Global Investors
19
Capital Research Global Investors
California
$354M -$103M -981,812 -21%
Legal & General Group
20
Legal & General Group
United Kingdom
$352M +$9.24M +87,679 +3%
Bank of America
21
Bank of America
North Carolina
$344M +$1.63M +15,485 +0.4%
UBS AM
22
UBS AM
Illinois
$315M +$23M +218,185 +7%
Charles Schwab
23
Charles Schwab
California
$282M +$5.45M +51,746 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$267M +$11.2M +106,059 +4%
N
25
Nuveen
North Carolina
$266M +$60.5M +574,286 +27%

DLR Hedge Fund Activity: Q1 2023 in Review

914 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2023, worth a combined $29B — up 1.5% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of DLR and 79 opened new positions — a net loss of 28 holders — while 335 trimmed existing stakes and 387 added.

The largest buyer was Cohen & Steers, adding an estimated $401M. The largest seller was Capital Research Global Investors, cutting an estimated $103M.

  • 914 institutional investors held Digital Realty Trust (DLR) as of Q1 2023, down from 964 in Q4 2022.
  • Funds reported $29B of Digital Realty Trust stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 79 funds opened new Digital Realty Trust positions in Q1 2023 and 107 closed out, a net change of -28 holders.
  • The largest Digital Realty Trust buyer in Q1 2023 was Cohen & Steers, an estimated $401M added.
  • The largest Digital Realty Trust seller in Q1 2023 was Capital Research Global Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2023.