13FGuru
Sign in with Google Sign in with Discord

NYSE · Real Estate

DIGITAL RLTY TR INC DLR

Digital Realty Trust, Inc. owns, acquires, develops, and operates data centers through its operating partnership subsidiary, Digital Realty Trust, L.P. The company is focused on providing data center, colocation, and interconnection solutions for domestic and international customers across a variety of industry verticals ranging from cloud and information technology services, communications and social networking to financial services, manufacturing, energy, healthcare, and consumer products.

Sources StockAnalysis company profile stockanalysis.com
Real Estate Investment Trusts

Company profile

Business mix

  • As of March 31, 2026, the company’s 309 data centers, including 89 data centers held as investments in unconsolidated entities.
  • Digital Realty’s portfolio is comprised of approximately 3.0 gigawatts of IT capacity, as well as approximately 6.3 gigawatts of buildable IT capacity.
  • Digital Realty Trust, Inc. was established and incorporated on March 09, 2004 in Maryland and is based in Austin, Texas.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - specialty?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 49.8 FCF N/A Buyback -3.68%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.3% $87.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $52.7M 2026-03-31
Soros Fund Management George Soros 0.1% $10.3M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $105.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +233.5% +584,454 / 250,278
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$233.3M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$233.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$8.9M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +57,418 (New) Total shares 57,418 Value $10.3M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 119.8% 13F value change +$11.8M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 62.8% 13F value change +$11.6M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 35.6% 13F value change +$6.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 22.4% 13F value change +$15.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 49,271 Last 4 periods +243,280 (+493.8%) Total shares 292,551 Value $52.7M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 63.6% 13F value change +$28.5M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -11.0% 13F value change -$6.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -52.8% 13F value change -$29.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 250.8% 13F value change +$66.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 201,007 Last 4 periods +283,756 (+141.2%) Total shares 484,763 Value $87.4M

Recent mentions

No public mentions.