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, Q3 2024
Institutional positions in Digital Realty Trust, Inc. as of Sep 30, 2024. 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
- 1,116
- +41 vs. Q2 2024
- Shares held
- 326.1M
- +40.7M (+14.3%) vs. Q2 2024
- Total value
- $52.3B
- +$8.98B (+20.7%) vs. Q2 2024
- New holders
- 116
- 456 more added
- Sold out
- 75
- 382 more reduced
18 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Digital Realty Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 3,710 | $600.2K | 0.29% | +7+0.2% | Added |
| Lake Street Advisors Group, LLC | 3,692 | $597.5K | 0.03% | +55+1.5% | Added |
| Assetmark, Inc | 3,644 | $589.7K | 0.00% | +255+7.5% | Added |
| Western Wealth Management, LLC | 3,586 | $580.3K | 0.03% | +114+3.3% | Added |
| Wedmont Private Capital | 3,704 | $579.6K | 0.03% | +257+7.5% | Added |
| Dark Forest Capital Management LP | 3,522 | $570.0K | 0.07% | +3,522 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,492 | $565.9K | 0.01% | +1,854+113.2% | Added |
| Mather Group, LLC. | 3,491 | $564.9K | 0.01% | +531+17.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,684 | $560.1K | 0.21% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,459 | $559.8K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,518 | $558.9K | 0.02% | +424+13.7% | Added |
| Bard Financial Services, Inc. | 3,440 | $556.7K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 3,417 | $553.0K | 0.06% | +430+14.4% | Added |
| J. W. Coons Advisors, LLC | 3,408 | $551.5K | 0.14% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,402 | $550.5K | 0.49% | +26+0.8% | Added |
| KCM Investment Advisors LLC | 3,391 | $548.8K | 0.02% | +490+16.9% | Added |
| Golden State Equity Partners | 3,341 | $540.7K | 0.08% | +586+21.3% | Added |
| Cigna Investments Inc | 3,317 | $537.0K | 0.10% | +30+0.9% | Added |
| First Commonwealth Financial Corp | 3,274 | $529.8K | 0.13% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,219 | $521.0K | 0.02% | +71+2.3% | Added |
| Premier Path Wealth Partners, LLC | 3,211 | $519.6K | 0.08% | −125−3.7% | Reduced |
| NovaPoint Capital, LLC | 3,207 | $519.0K | 0.16% | +24+0.8% | Added |
| Hancock Whitney Corp | 3,207 | $519.0K | 0.02% | −235−6.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,192 | $516.6K | 0.02% | +95+3.1% | Added |
| Consolidated Planning Corp | 3,192 | $516.5K | 0.08% | +771+31.8% | Added |
| BluePointe Capital Management, LLC | 3,179 | $514.4K | 0.33% | +137+4.5% | Added |
| Finivi Inc. | 3,175 | $513.7K | 0.42% | +3,175 | New |
| Valeo Financial Advisors, LLC | 3,164 | $512.1K | 0.01% | +290+10.1% | Added |
| Eisler Capital (UK) Ltd. | 3,143 | $508.6K | 0.12% | +3,143 | New |
| Aldebaran Financial Inc. | 3,120 | $504.9K | 0.60% | −10−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 3,109 | $503.1K | 0.01% | +3,109 | New |
| Lynx Capital Group Ltd | 3,091 | $500.2K | 0.32% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,087 | $499.6K | 0.21% | +32+1.0% | Added |
| American Investment Services, Inc. | 3,078 | $498.1K | 0.08% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 3,064 | $495.8K | 0.00% | −3,971−56.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,014 | $487.8K | 0.04% | −579−16.1% | Reduced |
| Schrum Private Wealth Management LLC | 2,990 | $483.9K | 0.25% | +1,498+100.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,987 | $483.4K | 0.03% | +2,400+408.9% | Added |
| Ferguson Wellman Capital Management, Inc | 2,936 | $475.2K | 0.01% | −627−17.6% | Reduced |
| Spire Wealth Management | 2,887 | $467.2K | 0.02% | +3+0.1% | Added |
| Moody National Bank Trust Division | 2,867 | $464.0K | 0.05% | −1,526−34.7% | Reduced |
| First Financial Bank - Trust Division | 2,862 | $463.2K | 0.04% | +22+0.8% | Added |
| Evercore Wealth Management, LLC | 2,815 | $455.6K | 0.01% | −5−0.2% | Reduced |
| NorthRock Partners, LLC | 2,788 | $451.2K | 0.01% | +140+5.3% | Added |
| Sandy Spring Bank | 2,772 | $448.6K | 0.02% | +74+2.7% | Added |
| Sycomore Asset Management | 500,000 | $445.0K | 0.07% | +500,000 | New |
| Quadrant Capital Group LLC | 2,708 | $438.2K | 0.03% | +4+0.1% | Added |
| Channel Wealth LLC | 2,629 | $425.4K | 0.14% | +94+3.7% | Added |
| Lederer & Associates Investment Counsel | 2,596 | $420.0K | 0.30% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,582 | $417.8K | 0.17% | +470+22.3% | Added |
| Kingsview Wealth Management, LLC | 2,549 | $412.5K | 0.01% | +272+11.9% | Added |
| Argent Trust Co | 2,549 | $412.5K | 0.02% | +106+4.3% | Added |
| Lewis Asset Management, LLC | 2,534 | $410.1K | 0.30% | +479+23.3% | Added |
| Summit Place Financial Advisors, LLC | 2,500 | $404.6K | 0.23% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,487 | $402.5K | 0.01% | −10−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,484 | $402.0K | 0.04% | +150+6.4% | Added |
| CIBC Private Wealth Group, LLC | 2,470 | $399.8K | 0.00% | −215−8.0% | Reduced |
| Prairie Sky Financial Group LLC | 2,440 | $394.9K | 0.22% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,439 | $394.7K | 0.03% | +518+27.0% | Added |
| Fifth Third Wealth Advisors LLC | 2,434 | $393.9K | 0.02% | −65−2.6% | Reduced |
| Lake Street Financial LLC | 2,429 | $393.1K | 0.06% | −111−4.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,424 | $392.3K | 0.01% | +2,424 | New |
| Graypoint LLC | 2,393 | $387.2K | 0.02% | +150+6.7% | Added |
| Cullinan Associates Inc | 2,319 | $383.2K | 0.02% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 2,327 | $376.6K | 0.02% | +2,327 | New |
| Catalina Capital Group, LLC | 2,321 | $375.6K | 0.13% | +84+3.8% | Added |
| Farther Finance Advisors, LLC | 2,320 | $375.5K | 0.01% | +574+32.9% | Added |
| Lindbrook Capital, LLC | 2,318 | $375.1K | 0.03% | +1,152+98.8% | Added |
| Dearborn Partners LLC | 2,302 | $372.5K | 0.02% | +47+2.1% | Added |
| Yelin Lapidot Holdings Management Ltd. | 2,300 | $372.2K | 0.06% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,276 | $368.3K | 0.19% | −10.0% | Reduced |
| TCG Advisory Services, LLC | 2,264 | $366.4K | 0.02% | +332+17.2% | Added |
| Lakeview Capital Partners, LLC | 2,263 | $366.3K | 0.06% | +2,263 | New |
| Independent Financial Group, LLC | 2,251 | $364.4K | 0.01% | +117+5.5% | Added |
| Daymark Wealth Partners, LLC | 2,237 | $362.0K | 0.02% | −3−0.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,258 | $361.9K | 0.20% | +181+8.7% | Added |
| Change Path, LLC | 2,231 | $361.0K | 0.01% | +379+20.5% | Added |
| McGowan Group Asset Management, Inc. | 2,230 | $360.9K | 0.05% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,220 | $359.3K | 0.22% | −25−1.1% | Reduced |
| Iams Wealth Management, LLC | 2,212 | $358.0K | 0.18% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,190 | $354.4K | 0.00% | +2,190 | New |
| ORG Partners LLC | 2,185 | $353.6K | 0.06% | −40−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,184 | $353.4K | 0.03% | −26−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 2,173 | $351.7K | 0.01% | +15+0.7% | Added |
| Capstone Investment Advisors, LLC | 2,146 | $347.3K | 0.01% | −1,252−36.8% | Reduced |
| Gerber, LLC | 2,140 | $346.3K | 0.25% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,129 | $344.6K | 0.05% | −643−23.2% | Reduced |
| Silvercrest Asset Management Group LLC | 2,094 | $338.9K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,080 | $336.6K | 1.69% | −9−0.4% | Reduced |
| Advisors Capital Management, LLC | 2,070 | $335.0K | 0.01% | +2,070 | New |
| Trueblood Wealth Management, LLC | 2,061 | $333.5K | 0.17% | +61+3.1% | Added |
| Ellsworth Advisors, LLC | 2,051 | $331.9K | 0.09% | +16+0.8% | Added |
| Alps Advisors Inc | 2,048 | $331.4K | 0.00% | +327+19.0% | Added |
| Umpqua Bank | 2,035 | $329.3K | 0.12% | −82−3.9% | Reduced |
| DeDora Capital, Inc. | 2,030 | $328.6K | 0.09% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,027 | $328.0K | 0.02% | +10+0.5% | Added |
| Clearstead Advisors, LLC | 2,017 | $326.4K | 0.01% | +158+8.5% | Added |
| Caldwell Trust Co | 2,015 | $326.1K | 0.03% | +48+2.4% | Added |
| Madrona Financial Services, LLC | 2,011 | $325.4K | 0.09% | +38+1.9% | Added |
| Bridgewater Associates, LP | 2,008 | $325.0K | 0.00% | −380−15.9% | Reduced |