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 |
|---|---|---|---|---|---|
| 1st Source Bank | 4,894 | $658.6K | 0.04% | −79−1.6% | Reduced |
| Wealthspire Advisors, LLC | 4,857 | $653.7K | 0.01% | +275+6.0% | Added |
| Ferguson Wellman Capital Management, Inc | 4,846 | $652.2K | 0.01% | −309−6.0% | Reduced |
| RSM US Wealth Management LLC | 4,801 | $651.9K | 0.02% | +404+9.2% | Added |
| Legacy Advisors, LLC | 4,843 | $651.8K | 0.08% | +32+0.7% | Added |
| Montecito Bank & Trust | 4,802 | $646.3K | 0.14% | −325−6.3% | Reduced |
| Baillie Gifford & Co | 4,796 | $645.4K | 0.00% | +473+10.9% | Added |
| Schnieders Capital Management LLC | 4,694 | $631.7K | 0.14% | −75−1.6% | Reduced |
| Advocate Group LLC | 4,651 | $625.9K | 0.13% | −259−5.3% | Reduced |
| LMCG Investments, LLC | 4,620 | $621.8K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 4,597 | $618.7K | 0.01% | −186−3.9% | Reduced |
| Integral Investment Advisors, Inc. | 4,592 | $618.0K | 0.39% | +11+0.2% | Added |
| TownSquare Capital, LLC | 4,592 | $617.8K | 0.01% | −62−1.3% | Reduced |
| Whittier Trust Co | 4,555 | $613.0K | 0.01% | +1,216+36.4% | Added |
| Mystic Asset Management, Inc. | 4,550 | $612.3K | 0.29% | +295+6.9% | Added |
| EPG Wealth Management LLC | 4,294 | $610.5K | 0.16% | +78+1.9% | Added |
| EP Wealth Advisors, LLC | 4,422 | $595.1K | 0.01% | +58+1.3% | Added |
| Moody National Bank Trust Division | 4,403 | $592.6K | 0.05% | −2,875−39.5% | Reduced |
| Tower Bridge Advisors | 4,400 | $592.2K | 0.05% | −350−7.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,389 | $590.7K | 0.05% | −158−3.5% | Reduced |
| Principal Securities, Inc. | 4,351 | $585.5K | 0.02% | +4,351 | New |
| Cascade Investment Group, Inc. | 4,332 | $583.0K | 0.47% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,328 | $582.5K | 0.22% | −250−5.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,280 | $576.0K | 0.07% | +521+13.9% | Added |
| NEOS Investment Management LLC | 4,279 | $575.9K | 0.05% | +1,291+43.2% | Added |
| Lantern Wealth Advisors, LLC | 4,273 | $575.3K | 0.45% | +4,273 | New |
| Horizon Investments, LLC | 4,261 | $573.4K | 0.02% | +52+1.2% | Added |
| Contravisory Investment Management, Inc. | 4,230 | $569.3K | 0.14% | +2,903+218.8% | Added |
| Diligent Investors, LLC | 4,166 | $560.7K | 0.15% | −330−7.3% | Reduced |
| RB Capital Management, LLC | 4,152 | $558.7K | 0.16% | −66−1.6% | Reduced |
| SFMG, LLC | 4,150 | $558.5K | 0.05% | +16+0.4% | Added |
| Richard W. Paul & Associates, LLC | 4,104 | $552.3K | 0.23% | −101−2.4% | Reduced |
| QRG Capital Management, Inc. | 4,050 | $545.0K | 0.01% | +666+19.7% | Added |
| NVWM, LLC | 3,983 | $541.4K | 0.16% | −706−15.1% | Reduced |
| IHT Wealth Management, LLC | 4,018 | $540.8K | 0.02% | +197+5.2% | Added |
| Greenleaf Trust | 4,017 | $540.6K | 0.01% | +214+5.6% | Added |
| Axxcess Wealth Management, LLC | 4,003 | $538.7K | 0.02% | −26−0.6% | Reduced |
| Pacific Sun Financial Corp | 3,993 | $537.4K | 0.34% | +138+3.6% | Added |
| Federated Hermes, Inc. | 3,980 | $535.6K | 0.00% | −521−11.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,970 | $534.3K | 0.10% | +30+0.8% | Added |
| NovaPoint Capital, LLC | 3,937 | $529.8K | 0.20% | −628−13.8% | Reduced |
| Lake Street Advisors Group, LLC | 3,846 | $522.3K | 0.03% | +3,846 | New |
| Sawtooth Solutions, LLC | 3,866 | $520.3K | 0.01% | +737+23.6% | Added |
| Bleakley Financial Group, LLC | 3,866 | $520.3K | 0.02% | +737+23.6% | Added |
| First United Bank Trust | 3,861 | $519.6K | 0.21% | −163−4.1% | Reduced |
| Quantinno Capital Management LP | 3,857 | $519.0K | 0.02% | +1,744+82.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,836 | $516.2K | 0.04% | −69−1.8% | Reduced |
| Hancock Whitney Corp | 3,811 | $512.9K | 0.02% | −627−14.1% | Reduced |
| Lazard Asset Management LLC | 3,808 | $512.0K | 0.00% | −617−13.9% | Reduced |
| Private Trust Co NA | 3,801 | $511.5K | 0.06% | +231+6.5% | Added |
| Commerzbank Aktiengesellschaft | 3,789 | $510.0K | 0.02% | −1,188−23.9% | Reduced |
| Empowered Funds, LLC | 3,781 | $508.8K | 0.01% | +718+23.4% | Added |
| Aldebaran Financial Inc. | 3,766 | $506.8K | 0.78% | −327−8.0% | Reduced |
| Jones Financial Companies LLLP | 3,729 | $501.8K | 0.00% | +2,897+348.2% | Added |
| Lido Advisors, LLC | 3,682 | $499.9K | 0.00% | −2,945−44.4% | Reduced |
| Level Four Advisory Services, LLC | 3,679 | $495.2K | 0.03% | +1,440+64.3% | Added |
| National Asset Management, Inc. | 3,555 | $482.7K | 0.01% | −105−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,525 | $474.4K | 0.02% | +46+1.3% | Added |
| CastleKnight Management LP | 3,500 | $471.0K | 0.08% | −20,500−85.4% | Reduced |
| Fred Alger Management, LLC | 3,499 | $470.9K | 0.00% | +2,227+175.1% | Added |
| Verity Asset Management, Inc. | 3,496 | $470.4K | 0.30% | −64−1.8% | Reduced |
| Signaturefd, LLC | 3,486 | $469.2K | 0.01% | +398+12.9% | Added |
| Western Wealth Management, LLC | 3,443 | $463.4K | 0.03% | +53+1.6% | Added |
| Bard Financial Services, Inc. | 3,440 | $463.0K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,439 | $462.8K | 0.08% | +3,439 | New |
| Exchange Traded Concepts, LLC | 3,436 | $462.4K | 0.01% | −478−12.2% | Reduced |
| Premier Path Wealth Partners, LLC | 3,417 | $459.9K | 0.10% | +3,417 | New |
| J. W. Coons Advisors, LLC | 3,408 | $458.6K | 0.12% | 00.0% | Unchanged |
| LongView Wealth Management | 3,396 | $453.8K | 0.20% | +3,396 | New |
| American Investment Services, Inc. | 3,347 | $450.4K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,347 | $450.4K | 0.04% | +78+2.4% | Added |
| Evercore Wealth Management, LLC | 3,346 | $450.3K | 0.01% | +295+9.7% | Added |
| Phocas Financial Corp. | 3,330 | $448.0K | 0.06% | +3,330 | New |
| Brookstone Capital Management | 3,323 | $447.2K | 0.01% | −245−6.9% | Reduced |
| Acadian Asset Management LLC | 3,328 | $447.0K | 0.00% | +3,328 | New |
| Harvest Portfolios Group Inc. | 3,299 | $444.0K | 0.02% | −2,730−45.3% | Reduced |
| Willner & Heller, LLC | 3,293 | $443.1K | 0.49% | +3,293 | New |
| Bluefin Capital Management, LLC | 3,200 | $435.6K | 0.04% | +3,200 | New |
| Cigna Investments Inc | 3,223 | $434.0K | 0.09% | +9+0.3% | Added |
| Siemens Fonds Invest GmbH | 3,224 | $433.9K | 0.04% | +883+37.7% | Added |
| Alpha Cubed Investments, LLC | 3,210 | $432.0K | 0.02% | +116+3.7% | Added |
| Concurrent Investment Advisors, LLC | 3,206 | $431.5K | 0.02% | +3,206 | New |
| Omnia Family Wealth, LLC | 3,061 | $415.7K | 0.21% | +25+0.8% | Added |
| Spire Wealth Management | 3,020 | $414.8K | 0.01% | +344+12.9% | Added |
| Assetmark, Inc | 3,062 | $412.1K | 0.00% | +2,791+1,029.9% | Added |
| HB Wealth Management, LLC | 3,038 | $408.9K | 0.01% | −171−5.3% | Reduced |
| Truvestments Capital LLC | 3,016 | $405.8K | 0.18% | +532+21.4% | Added |
| Evergreen Capital Management LLC | 2,958 | $401.7K | 0.02% | +332+12.6% | Added |
| Argent Trust Co | 2,976 | $400.5K | 0.02% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,959 | $398.2K | 0.24% | +2,959 | New |
| BluePointe Capital Management, LLC | 2,929 | $397.4K | 0.30% | +2,929 | New |
| First Financial Bank - Trust Division | 2,863 | $385.3K | 0.04% | −10.0% | Reduced |
| Kingsview Wealth Management, LLC | 2,841 | $382.3K | 0.01% | −205−6.7% | Reduced |
| Mather Group, LLC. | 2,839 | $382.0K | 0.01% | −173−5.7% | Reduced |
| Visionary Wealth Advisors | 2,834 | $381.4K | 0.03% | +99+3.6% | Added |
| Valeo Financial Advisors, LLC | 2,805 | $377.5K | 0.02% | −116−4.0% | Reduced |
| Kapitalo Investimentos Ltda | 2,795 | $376.2K | 0.08% | +2,795 | New |
| GeoWealth Management, LLC | 2,795 | $376.0K | 0.03% | +2,795 | New |
| Kovack Advisors, Inc. | 2,784 | $374.7K | 0.04% | +109+4.1% | Added |
| Parallel Advisors, LLC | 2,749 | $369.9K | 0.01% | +471+20.7% | Added |