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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.99B +$134M +951,567 +2%
BlackRock
2
BlackRock
New York
$4.77B +$6.02M +42,574 +0.1%
Cohen & Steers
3
Cohen & Steers
New York
$3.18B -$58.1M -410,887 -2%
State Street
4
State Street
Massachusetts
$2.81B -$239M -1,690,807 -8%
Norges Bank
5
Norges Bank
Norway
$2.35B +$57.6M +407,619 +3%
Bank of America
6
Bank of America
North Carolina
$1.48B +$81M +573,020 +6%
AAMU
7
APG Asset Management US
New York
$1.3B -$10.6M -75,000 -0.8%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.14B +$281M +1,991,823 +33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.13B +$20.8M +147,481 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$907M -$79.8M -564,339 -8%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$674M +$25.7M +182,100 +4%
Invesco
12
Invesco
Georgia
$667M +$37.7M +266,774 +6%
Principal Financial Group
13
Principal Financial Group
Iowa
$626M -$209M -1,482,166 -25%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$621M +$12.2M +86,337 +2%
Morgan Stanley
15
Morgan Stanley
New York
$607M -$574M -4,061,035 -49%
Legal & General Group
16
Legal & General Group
United Kingdom
$593M +$5.32M +37,615 +0.9%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$583M -$42.6M -301,764 -7%
UBS AM
18
UBS AM
Illinois
$504M +$10.8M +76,273 +2%
Charles Schwab
19
Charles Schwab
California
$475M +$8.91M +63,052 +2%
Northern Trust
20
Northern Trust
Illinois
$470M -$14M -99,392 -3%
Deutsche Bank
21
Deutsche Bank
Germany
$425M -$57M -403,670 -12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$396M +$959K +6,788 +0.2%
N
23
Nuveen
North Carolina
$381M +$5.19M +36,709 +1%
CIM
24
Centersquare Investment Management
Pennsylvania
$361M +$4.88M +34,516 +1%
Goldman Sachs
25
Goldman Sachs
New York
$353M -$9.06M -64,082 -3%

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.