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See Which Recent 13F Filers Hold DLR

At Holdings Channel, we have reviewed the latest batch of the 57 most recent 13F filings for the 09/30/2026 reporting period, and noticed that Digital Realty Trust Inc (Symbol: DLR) was held by 38 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in DLR positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Forteris Wealth Management Inc. NEW +403+$71
Lexington Hill Partners LLC NEW +11,964+$2,100
Thrive Wealth Management LLC NEW +39,814+$11,509
Tealwood Asset Management Inc. Existing -187-$97
Strong Tower Advisory Services NEW +524+$92
Gill Capital Partners LLC Existing +612+$107
RiverTree Advisors LLC NEW +380+$67
Chesley Taft & Associates LLC NEW +60,649+$10,646
Folger Nolan Fleming Douglas Capital Management Inc. NEW +1,003+$176
Gilman Hill Asset Management LLC Existing +2,495+$415
Archer Investment Management LLC NEW +254+$249
Congress Park Capital LLC NEW +767+$135
Breakthru Advisory Services LLC NEW +7,226+$1,268
Anchyra Partners LLC NEW +18,072+$3,172
Towerpoint Wealth LLC NEW +6,565+$1,152
West Paces Advisors Inc. Existing +22,999+$4,036
Mogy Joel R Investment Counsel Inc. NEW +2,644+$464
Northside Capital Management LLC NEW +19,314+$3,390
Greater Midwest Financial Group LLC NEW +2,107+$1,603
Shearwater Capital LLC NEW +285+$50
AtlasMark Financial Inc NEW +7,430+$1,304
Arcadia Investment Advisors LLC NEW +111+$19
Lakeshore Financial Planning Inc. NEW +816+$143
Stolper Co Existing +149-$31
Franklin Street Advisors Inc. NC Existing -1,958-$537
Clayton Financial Group LLC NEW +284+$50
Equitable Trust Co. NEW +29,821+$5,234
Strategic Advisors LLC NEW +3,017+$530
Compass Planning Associates Inc NEW +28,063+$4,926
Patton Fund Management Inc. NEW +26,925+$4,726
Butensky & Cohen Financial Security Inc. NEW +972+$171
1900 Wealth Management LLC NEW +10,750+$1,887
CLG LLC NEW +613+$108
Dynamic Advisor Solutions LLC Existing +20,194+$3,399
Blue Sky Capital Consultants Group Inc. NEW +923+$162
Gateway Investment Advisers LLC Existing +60,127+$10,548
Benson Investment Management Company Inc. NEW +569+$100
Independent Financial Group LLC NEW +110,130+$19,331
Aggregate Change: +496,826+$92,675

In terms of shares owned, we count 6 of the above funds having increased existing DLR positions from 06/30/2026 to 09/30/2026, with 2 having decreased their positions and 30 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the DLR share count in the aggregate among all of the funds which held DLR at the 09/30/2026 reporting period (out of the 421 we looked at in total). We then compared that number to the sum total of DLR shares those same funds held back at the 06/30/2026 period, to see how the aggregate share count held by hedge funds has moved for DLR. We found that between these two periods, funds increased their holdings by 5,389,983 shares in the aggregate, from 113,070 up to 5,503,053 for a share count increase of approximately 4766.94%. The overall top three funds holding DLR on 09/30/2026 were:

»FundShares of DLR Held
1.Valeo Financial Advisors LLC 896,951
2.GoalVest Advisory LLC 728,362
3.Shulman DeMeo Asset Management LLC 365,374
4-10Find out the full Top 10 Hedge Funds Holding DLR»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Digital Realty Trust Inc (Symbol: DLR).

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Further DLR Research:

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