What smart money is saying about Digital Realty Trust, Inc.
1 fund in our archive has pitched Digital Realty Trust, Inc. — most recently Baron Real Estate Income Fund in September 2026.
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. As of March 31, 2026, the company's 309 data centers, including 89 data centers held as investments in unconsolidated entities, contain applications and operations critical to the day-to-day operations of technology industry and corporate enterprise data center customers. 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 under active development and held for future development, located throughout North America, Europe, South America, Asia, Australia, and Africa. Digital Realty Trust, Inc. was established and incorporated on March 09, 2004 in Maryland and is based in Austin, Texas.
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Position history
Between Q2 2026 and Q3 2026, 5 fund letters reported a position in Digital Realty Trust, Inc. — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q2 2026 | 3 | 0 | 2 | 0 |
Fund activity · 6 positions · 3 moves
- September 2026
“Recent Activity Top net purchases for the quarter Quarter End Market Cap ($B) Net Amount Purchased ($M) Digital Realty Trust, Inc. 66.1 12.7 American Tower Corporation 76.3 9.3 Ventas, Inc. 43.6 6.6 Prologis, Inc. 125.5 6.1 First Industrial Realty Trust, Inc. 7.9 6.0 We added to our position in Digital Realty Trust, Inc. during the quarter.”
Digital Realty Trust, Inc. - July 2026
“Digital Realty, the global data centre operator, executed several initiatives this month as it expands its global data centre platform.”
Digital Realty Trust, Inc. - June 2026
“PORTFOLIO COMPANY NEWS 3 Guinness Global Real Assets June 2026 Digital Realty, the global data centre operator, has opened its first data centre in Barcelona.”
Digital Realty Trust, Inc. - June 2026
Listed in Guinness Global Real Assets Fund’s reported holdings.
Digital Realty Trust, Inc. - June 2026
Listed in Baron Real Estate Income Fund’s reported holdings.
Digital Realty Trust, Inc. - June 2026
Listed in Baron Real Estate Income Strategy’s reported holdings.
Digital Realty Trust, Inc.
Fund coverage · 1 thesis
- Baron Real Estate Income FundSeptember 2026
Digital Realty Trust, Inc. is a global data center owner benefiting from AI-driven demand, favorable supply-demand conditions, and durable double-digit earnings growth.
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