Purchases and Sales Made in Q4 2023 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q4 2023. The information is specifically focused on institutions that hold shares of DIGITAL REALTY TRUST, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7K+ 39.11% |
$806K - $971K
|
24.9K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6.92KNew |
$796K - $960K
|
6.92K
$1.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.78KNew |
$781K - $941K
|
6.78K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.61K+ 12.96% |
$762K - $918K
|
57.6K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
6.54K+ 8.12% |
$753K - $908K
|
87.1K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.51K+ 7.95% |
$750K - $904K
|
88.5K
$16.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.98KNew |
$689K - $830K
|
5.98K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.95K+ 1.9% |
$685K - $826K
|
319K
$57.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
5.92KNew |
$681K - $821K
|
5.92K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.82K+ 5.67% |
$670K - $808K
|
108K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.59K+ 3.45% |
$644K - $776K
|
168K
$30.5M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.45KNew |
$628K - $756K
|
5.45K
$990K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.31KNew |
$611K - $737K
|
5.31K
$965K
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
5.2K+ 23.79% |
$599K - $722K
|
27.1K
$4.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.2K+ 12.04% |
$598K - $721K
|
48.3K
$8.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
5.16K+ 9.04% |
$594K - $716K
|
62.2K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
5K+ 3.07% |
$576K - $694K
|
168K
$30.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
4.98K+ 73.74% |
$573K - $690K
|
11.7K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.97KNew |
$572K - $689K
|
4.97K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.59K+ 11.91% |
$529K - $637K
|
43.1K
$7.84M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.4K+ 37.46% |
$507K - $611K
|
16.2K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.35KNew |
$501K - $604K
|
4.35K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.27KNew |
$492K - $593K
|
4.27K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.24K+ 29.44% |
$488K - $588K
|
18.6K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.15K+ 6.21% |
$478K - $576K
|
71K
$12.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.92K+ 4.87% |
$452K - $545K
|
84.5K
$15.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
3.79K+ 3.99% |
$436K - $525K
|
98.8K
$17.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.72K+ 9.76% |
$428K - $516K
|
41.8K
$7.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.6K+ 33.35% |
$414K - $499K
|
14.4K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.44KNew |
$396K - $477K
|
3.44K
$625K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.42KNew |
$393K - $474K
|
3.42K
$621K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.4KNew |
$391K - $471K
|
3.4K
$617K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.33KNew |
$383K - $462K
|
3.33K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.33KNew |
$383K - $462K
|
3.33K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 9.69% |
$377K - $454K
|
37.1K
$6.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.26K+ 41.62% |
$376K - $453K
|
11.1K
$2.02M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.21KNew |
$369K - $445K
|
3.21K
$583K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$368K - $444K
|
3.2K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.2K+ 5.33% |
$368K - $444K
|
63.2K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.14K+ 66.24% |
$361K - $435K
|
7.87K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.11K+ 11.04% |
$358K - $431K
|
31.3K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.1K+ 4.67% |
$357K - $430K
|
69.4K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.96K+ 0.49% |
$341K - $411K
|
604K
$110M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.93KNew |
$337K - $406K
|
2.93K
$532K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.9K+ 218.76% |
$334K - $403K
|
4.23K
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.9K+ 348.2% |
$334K - $402K
|
3.73K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.89K+ 50.47% |
$332K - $401K
|
8.6K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.87K+ 11.42% |
$330K - $398K
|
28K
$5.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.87K+ 4.33% |
$330K - $398K
|
69K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.85K+ 4.28% |
$329K - $396K
|
69.6K
$12.6M
|