Digital Realty Trust, Inc.
DLR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001297996
In the last 90 days, Digital Realty Trust, Inc. insiders filed 0 open-market purchases and 1 sale; 1,330 institutions reported holding it in 13F filings for Q2 2026, worth $68.0B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.
13F holders, Q4 2023
Institutional positions in Digital Realty Trust, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,042
- +109 vs. Q3 2023
- Shares held
- 312.8M
- +508.9K (+0.2%) vs. Q3 2023
- Total value
- $42.1B
- +$4.32B (+11.4%) vs. Q3 2023
- New holders
- 179
- 336 more added
- Sold out
- 70
- 401 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DLR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,330 | $68.0B |
| Q1 2026 | 1,253 | $57.6B |
| Q4 2025 | 1,191 | $53.2B |
| Q3 2025 | 1,221 | $54.7B |
| Q2 2025 | 1,230 | $57.5B |
| Q1 2025 | 1,177 | $47.4B |
| Q4 2024 | 1,216 | $58.0B |
| Q3 2024 | 1,116 | $52.3B |
| Q2 2024 | 1,093 | $48.7B |
| Q1 2024 | 1,046 | $44.8B |
| Q4 2023 | 1,042 | $42.1B |
| Q3 2023 | 950 | $37.9B |
| Q2 2023 | 925 | $36.1B |
| Q1 2023 | 917 | $29.0B |
| Q4 2022 | 967 | $29.0B |
| Q3 2022 | 943 | $27.6B |
| Q2 2022 | 1,002 | $35.6B |
| Q1 2022 | 1,031 | $38.9B |
| Q4 2021 | 1,070 | $49.5B |
| Q3 2021 | 990 | $40.2B |
| Q2 2021 | 986 | $41.2B |
| Q1 2021 | 937 | $38.6B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Digital Realty Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 3,846 | $522.3K | 0.03% | +3,846 | New |
| NovaPoint Capital, LLC | 3,937 | $529.8K | 0.20% | −628−13.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,970 | $534.3K | 0.10% | +30+0.8% | Added |
| Federated Hermes, Inc. | 3,980 | $535.6K | 0.00% | −521−11.6% | Reduced |
| Pacific Sun Financial Corp | 3,993 | $537.4K | 0.34% | +138+3.6% | Added |
| Axxcess Wealth Management, LLC | 4,003 | $538.7K | 0.02% | −26−0.6% | Reduced |
| Greenleaf Trust | 4,017 | $540.6K | 0.01% | +214+5.6% | Added |
| IHT Wealth Management, LLC | 4,018 | $540.8K | 0.02% | +197+5.2% | Added |
| NVWM, LLC | 3,983 | $541.4K | 0.16% | −706−15.1% | Reduced |
| QRG Capital Management, Inc. | 4,050 | $545.0K | 0.01% | +666+19.7% | Added |
| Richard W. Paul & Associates, LLC | 4,104 | $552.3K | 0.23% | −101−2.4% | Reduced |
| SFMG, LLC | 4,150 | $558.5K | 0.05% | +16+0.4% | Added |
| RB Capital Management, LLC | 4,152 | $558.7K | 0.16% | −66−1.6% | Reduced |
| Diligent Investors, LLC | 4,166 | $560.7K | 0.15% | −330−7.3% | Reduced |
| Contravisory Investment Management, Inc. | 4,230 | $569.3K | 0.14% | +2,903+218.8% | Added |
| Horizon Investments, LLC | 4,261 | $573.4K | 0.02% | +52+1.2% | Added |
| Lantern Wealth Advisors, LLC | 4,273 | $575.3K | 0.45% | +4,273 | New |
| NEOS Investment Management LLC | 4,279 | $575.9K | 0.05% | +1,291+43.2% | Added |
| Meeder Advisory Services, Inc. | 4,280 | $576.0K | 0.07% | +521+13.9% | Added |
| CWS Financial Advisors, LLC | 4,328 | $582.5K | 0.22% | −250−5.5% | Reduced |
| Cascade Investment Group, Inc. | 4,332 | $583.0K | 0.47% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,351 | $585.5K | 0.02% | +4,351 | New |
| Checchi Capital Advisers, LLC | 4,389 | $590.7K | 0.05% | −158−3.5% | Reduced |
| Tower Bridge Advisors | 4,400 | $592.2K | 0.05% | −350−7.4% | Reduced |
| Moody National Bank Trust Division | 4,403 | $592.6K | 0.05% | −2,875−39.5% | Reduced |
| EP Wealth Advisors, LLC | 4,422 | $595.1K | 0.01% | +58+1.3% | Added |
| EPG Wealth Management LLC | 4,294 | $610.5K | 0.16% | +78+1.9% | Added |
| Mystic Asset Management, Inc. | 4,550 | $612.3K | 0.29% | +295+6.9% | Added |
| Whittier Trust Co | 4,555 | $613.0K | 0.01% | +1,216+36.4% | Added |
| TownSquare Capital, LLC | 4,592 | $617.8K | 0.01% | −62−1.3% | Reduced |
| Integral Investment Advisors, Inc. | 4,592 | $618.0K | 0.39% | +11+0.2% | Added |
| Lincoln National Corp | 4,597 | $618.7K | 0.01% | −186−3.9% | Reduced |
| LMCG Investments, LLC | 4,620 | $621.8K | 0.04% | 00.0% | Unchanged |
| Advocate Group LLC | 4,651 | $625.9K | 0.13% | −259−5.3% | Reduced |
| Schnieders Capital Management LLC | 4,694 | $631.7K | 0.14% | −75−1.6% | Reduced |
| Baillie Gifford & Co | 4,796 | $645.4K | 0.00% | +473+10.9% | Added |
| Montecito Bank & Trust | 4,802 | $646.3K | 0.14% | −325−6.3% | Reduced |
| Legacy Advisors, LLC | 4,843 | $651.8K | 0.08% | +32+0.7% | Added |
| RSM US Wealth Management LLC | 4,801 | $651.9K | 0.02% | +404+9.2% | Added |
| Ferguson Wellman Capital Management, Inc | 4,846 | $652.2K | 0.01% | −309−6.0% | Reduced |
| Wealthspire Advisors, LLC | 4,857 | $653.7K | 0.01% | +275+6.0% | Added |
| 1st Source Bank | 4,894 | $658.6K | 0.04% | −79−1.6% | Reduced |
| Heritage Investors Management Corp | 4,942 | $665.0K | 0.03% | −425−7.9% | Reduced |
| Clark Capital Management Group, Inc. | 4,966 | $668.3K | 0.01% | +4,966 | New |
| Bokf, NA | 4,996 | $672.4K | 0.01% | −196−3.8% | Reduced |
| James Investment Research Inc | 4,999 | $672.8K | 0.08% | −1,712−25.5% | Reduced |
| Lavaca Capital LLC | 5,000 | $672.9K | 0.41% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,078 | $683.5K | 0.01% | −329−6.1% | Reduced |
| Coldstream Capital Management Inc | 5,081 | $683.8K | 0.02% | −62−1.2% | Reduced |
| Brown Advisory Inc | 5,123 | $689.5K | 0.00% | +140+2.8% | Added |
| New Hampshire Trust | 5,156 | $693.9K | 0.17% | −106−2.0% | Reduced |
| Profund Advisors LLC | 5,163 | $694.8K | 0.03% | +706+15.8% | Added |
| HighPoint Advisor Group LLC | 5,050 | $696.0K | 0.05% | +5,050 | New |
| Probity Advisors, Inc. | 5,188 | $698.2K | 0.15% | −26−0.5% | Reduced |
| Legacy Capital Group California, Inc. | 5,190 | $698.5K | 0.27% | +498+10.6% | Added |
| Eqis Capital Management, Inc. | 5,194 | $699.1K | 0.06% | −1,239−19.3% | Reduced |
| Wulff, Hansen & Co. | 5,234 | $704.4K | 0.78% | −80−1.5% | Reduced |
| Brinker Capital Investments, LLC | 5,309 | $709.8K | 0.01% | −344−6.1% | Reduced |
| Orion Portfolio Solutions, LLC | 5,309 | $709.8K | 0.01% | −344−6.1% | Reduced |
| Buckingham Capital Management, Inc. | 5,291 | $712.1K | 0.10% | −5,595−51.4% | Reduced |
| Pasadena Private Wealth, LLC | 5,310 | $714.7K | 0.17% | +5,310 | New |
| Savant Capital, LLC | 5,359 | $721.3K | 0.01% | +48+0.9% | Added |
| V-Square Quantitative Management LLC | 5,385 | $724.7K | 0.17% | +1,306+32.0% | Added |
| JLP Asset Management, LLC | 5,400 | $726.7K | 0.86% | −32,500−85.8% | Reduced |
| Mutual Advisors, LLC | 5,431 | $730.9K | 0.03% | −179−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 5,450 | $733.0K | 0.01% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 5,450 | $733.5K | 0.70% | +5,450 | New |
| Harbor Capital Advisors, Inc. | 5,452 | $733.7K | 0.14% | −20−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 5,459 | $734.7K | 0.14% | −1,349−19.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,476 | $737.0K | 0.19% | −240−4.2% | Reduced |
| River Wealth Advisors LLC | 5,629 | $757.6K | 0.12% | −1,733−23.5% | Reduced |
| Rowland & Co Investment Counsel | 5,658 | $761.5K | 0.17% | −163−2.8% | Reduced |
| Davenport & Co LLC | 5,681 | $764.5K | 0.01% | +143+2.6% | Added |
| Sigma Planning Corp | 5,707 | $768.1K | 0.06% | −7,895−58.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,715 | $769.1K | 0.39% | +92+1.6% | Added |
| CoreCap Advisors, LLC | 5,798 | $780.3K | 0.05% | +446+8.3% | Added |
| MAI Capital Management | 5,839 | $785.8K | 0.01% | −1,079−15.6% | Reduced |
| Correct Capital Wealth Management | 5,917 | $796.3K | 0.20% | +5,917 | New |
| Nikulski Financial, Inc. | 5,981 | $804.9K | 0.29% | +5,981 | New |
| Pflug Koory, LLC | 6,014 | $809.4K | 0.43% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 6,055 | $814.9K | 0.01% | −4,712−43.8% | Reduced |
| Trust Co of Vermont | 6,229 | $838.3K | 0.06% | −2,777−30.8% | Reduced |
| Gladstone Institutional Advisory LLC | 6,301 | $848.0K | 0.05% | +72+1.2% | Added |
| Jacobi Capital Management LLC | 6,335 | $852.6K | 0.09% | −569−8.2% | Reduced |
| American Assets Investment Management, LLC | 6,363 | $856.3K | 0.09% | −958−13.1% | Reduced |
| Integrated Wealth Concepts LLC | 6,400 | $861.4K | 0.01% | −1,980−23.6% | Reduced |
| Independent Advisor Alliance | 6,519 | $877.3K | 0.03% | −105−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,534 | $879.3K | 0.04% | −84,111−92.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,547 | $881.1K | 0.01% | +2,853+77.2% | Added |
| NBC Securities, Inc. | 6,576 | $885.0K | 0.09% | −90−1.4% | Reduced |
| Ballentine Partners, LLC | 6,638 | $893.3K | 0.02% | +760+12.9% | Added |
| Shepherd Financial Partners LLC | 6,696 | $901.1K | 0.13% | +27+0.4% | Added |
| Everence Capital Management Inc | 6,730 | $906.0K | 0.06% | −2,110−23.9% | Reduced |
| PFG Investments, LLC | 6,779 | $912.3K | 0.17% | −117−1.7% | Reduced |
| Advisor Resource Council | 6,782 | $912.7K | 0.11% | +6,782 | New |
| ABN AMRO Bank N.V. | 6,856 | $926.7K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,915 | $930.6K | 0.24% | +6,915 | New |
| Stiles Financial Services Inc | 6,917 | $931.1K | 0.42% | +1,370+24.7% | Added |
| Oak Asset Management, LLC | 6,928 | $932.4K | 0.37% | −130−1.8% | Reduced |
| High Note Wealth, LLC | 6,969 | $937.8K | 0.35% | −121−1.7% | Reduced |