Vanderbilt University trimmed its holdings in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 32.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,986 shares of the real estate investment trust’s stock after selling 8,506 shares during the period. Digital Realty Trust comprises approximately 0.5% of Vanderbilt University’s holdings, making the stock its 29th biggest holding. Vanderbilt University’s holdings in Digital Realty Trust were worth $2,783,000 as of its most recent SEC filing.
Several other institutional investors have also recently modified their holdings of the stock. New York State Common Retirement Fund lifted its stake in shares of Digital Realty Trust by 7.1% during the third quarter. New York State Common Retirement Fund now owns 233,569 shares of the real estate investment trust’s stock valued at $40,379,000 after buying an additional 15,569 shares during the period. Jones Financial Companies Lllp lifted its stake in shares of Digital Realty Trust by 13.5% during the third quarter. Jones Financial Companies Lllp now owns 148,970 shares of the real estate investment trust’s stock valued at $25,545,000 after buying an additional 17,729 shares during the period. OFI Invest Asset Management lifted its stake in shares of Digital Realty Trust by 37,575.7% during the third quarter. OFI Invest Asset Management now owns 271,265 shares of the real estate investment trust’s stock valued at $46,896,000 after buying an additional 270,545 shares during the period. Centersquare Investment Management LLC lifted its stake in shares of Digital Realty Trust by 5.0% during the third quarter. Centersquare Investment Management LLC now owns 3,118,869 shares of the real estate investment trust’s stock valued at $539,190,000 after buying an additional 149,770 shares during the period. Finally, Gallacher Capital Management LLC purchased a new position in shares of Digital Realty Trust during the third quarter valued at approximately $762,000. 99.71% of the stock is currently owned by institutional investors and hedge funds.
Key Digital Realty Trust News
Here are the key news stories impacting Digital Realty Trust this week:
- Positive Sentiment: Opened first Asia‑Pacific Digital Realty Innovation Lab (DRIL) at NRT12 in Tokyo — the lab (launched via MC Digital Realty, a JV with Mitsubishi) provides production‑scale testing for AI and hybrid‑cloud deployments, enabling customers to validate high‑density power/cooling, mixed liquid/air cooling strategies and hybrid‑cloud integrations before full rollouts; this supports quicker deal conversions and ties enterprises to Digital Realty’s PlatformDIGITAL ecosystem. Digital Realty Opens First Asia Pacific Innovation Lab in Japan to Help Accelerate AI and Hybrid Cloud Deployment
- Positive Sentiment: Opened NRT14 data center (third facility at NRT campus) — adds high‑power, high‑density capacity optimized for next‑gen GPUs (supports direct‑liquid + air cooling and up to ~150 kW per cabinet), increasing supply for AI/HPC customers in a strategically important APAC market and reducing capacity constraints for GPU‑intensive leases. Digital Realty Opens NRT14 Data Center, Third Facility at NRT Campus in Japan
- Positive Sentiment: Wolfe Research raised its price target to $211 and maintained an Outperform — the analyst lift (and related S&P 500 attention) signals increased confidence in DLR’s growth runway from AI demand and could attract further institutional interest and index‑linked flows. Wolfe adjusts price target on Digital Realty Trust to $211 from $194; maintains outperform rating
- Positive Sentiment: Coverage noting Wolfe Research’s S&P 500 upgrade highlights DLR as an index candidate — inclusion or stronger S&P affiliation can boost passive inflows and visibility among institutional investors. Digital Realty Trust (NYSE:DLR) Stands Out Following Wolfe Research S&P 500 Upgrade
- Neutral Sentiment: Some commentary asks whether DLR’s recent rally has already priced in growth (high trailing PE and strong multi‑year returns); investors should weigh near‑term valuation against expected earnings guidance and the addressable AI/hybrid‑cloud demand that the new Japan assets target. Is It Too Late To Consider Digital Realty Trust (DLR) After Its Strong 1 Year Rally?
Analyst Upgrades and Downgrades
Check Out Our Latest Analysis on Digital Realty Trust
Digital Realty Trust Stock Performance
NYSE:DLR opened at $182.14 on Wednesday. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.81. The company has a market cap of $62.59 billion, a P/E ratio of 50.59, a P/E/G ratio of 4.02 and a beta of 1.07. Digital Realty Trust, Inc. has a fifty-two week low of $130.88 and a fifty-two week high of $184.79. The firm’s 50 day moving average is $176.34 and its two-hundred day moving average is $168.05.
Digital Realty Trust (NYSE:DLR – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.83 by $0.03. The company had revenue of $1.63 billion for the quarter, compared to the consensus estimate of $1.58 billion. Digital Realty Trust had a net margin of 21.41% and a return on equity of 5.88%. Digital Realty Trust’s revenue was up 13.8% on a year-over-year basis. During the same quarter last year, the firm posted $1.73 earnings per share. Digital Realty Trust has set its FY 2026 guidance at 7.900-8.000 EPS. Analysts expect that Digital Realty Trust, Inc. will post 7.07 EPS for the current year.
Digital Realty Trust Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th were given a $1.22 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $4.88 annualized dividend and a dividend yield of 2.7%. Digital Realty Trust’s dividend payout ratio is presently 135.56%.
About Digital Realty Trust
Digital Realty Trust, Inc (NYSE: DLR) is a real estate investment trust that owns, acquires and operates carrier-neutral data centers and provides related colocation and interconnection solutions. The company focuses on large-scale, mission-critical facilities that support the physical infrastructure needs of cloud providers, enterprises, network operators and content companies. Digital Realty’s offerings are designed to enable secure, reliable and highly available IT infrastructure with an emphasis on power density, cooling, and physical security.
Digital Realty’s product set spans wholesale data center space, turnkey build-to-suit facilities, and retail colocation suites, complemented by interconnection services that allow customers to establish private and public connections to networks, cloud on-ramps and other ecosystem partners.
Further Reading
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