Digital Realty Trust, Inc. $DLR is LDR Capital Management LLC's 5th Largest Position

Key Points

• LDR Capital Management increased its stake in Digital Realty by 764.1% in Q4 to 23,918 shares (~$3.7M), making DLR its 5th-largest position and about 5.1% of the firm's portfolio.
• Digital Realty is pursuing major AI-related growth, targeting nearly S$7 billion of investment in Singapore to scale data‑center capacity, and has attracted multiple analyst upgrades (Cantor Fitzgerald's $211 target; consensus ~$196.38).
• The company posted a quarterly revenue and EPS beat and set FY‑2026 EPS guidance of 7.90–8.00; it pays a quarterly dividend of $1.22 (annualized yield ~2.6%) but carries a high dividend payout ratio (~135.6%).

LDR Capital Management LLC lifted its position in shares of Digital Realty Trust, Inc. (NYSE:DLR - Free Report) by 764.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,918 shares of the real estate investment trust's stock after purchasing an additional 21,150 shares during the period. Digital Realty Trust accounts for approximately 5.1% of LDR Capital Management LLC's portfolio, making the stock its 5th largest position. LDR Capital Management LLC's holdings in Digital Realty Trust were worth $3,700,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Pinnacle Bancorp Inc. purchased a new stake in shares of Digital Realty Trust during the third quarter worth about $25,000. Salomon & Ludwin LLC purchased a new stake in Digital Realty Trust in the third quarter worth about $28,000. Sunbelt Securities Inc. lifted its holdings in Digital Realty Trust by 347.2% in the third quarter. Sunbelt Securities Inc. now owns 161 shares of the real estate investment trust's stock worth $28,000 after buying an additional 125 shares during the period. First Horizon Corp purchased a new stake in Digital Realty Trust in the third quarter worth about $31,000. Finally, Harvest Fund Management Co. Ltd lifted its holdings in Digital Realty Trust by 970.6% in the third quarter. Harvest Fund Management Co. Ltd now owns 182 shares of the real estate investment trust's stock worth $31,000 after buying an additional 165 shares during the period. 99.71% of the stock is currently owned by hedge funds and other institutional investors.

More Digital Realty Trust News

Here are the key news stories impacting Digital Realty Trust this week:

• Positive Sentiment: Company targets nearly S$7 billion (~US$5.5B) total investment in Singapore to scale AI-focused data center capacity, with >S$4.3B planned for new developments; management frames Singapore as a critical Asia‑Pacific AI inference and production‑scale hub, which should materially expand addressable demand and long‑term revenue opportunity. Digital Realty Targets Nearly S$7 Billion Investment
• Positive Sentiment: Cantor Fitzgerald initiated coverage with an “overweight” and a $211 price target (meaningful upside to current levels), bringing incremental sell‑side attention and a bullish valuation anchor. Benzinga coverage note
• Positive Sentiment: Scotiabank raised its price target to $195 and kept a sector‑outperform view, reinforcing the narrative of improving fundamentals and supporting near‑term upside. Scotiabank price target note
• Positive Sentiment: Opened Asia‑Pacific Innovation Lab (DRIL) in Tokyo and commissioned the NRT14 data center (third facility at NRT campus) — moves that expand product capabilities for production‑scale AI, hybrid cloud testing, and high‑density GPU workloads in Japan and support cross‑regional customer deployments. NRT14 data center announcement DRIL Japan announcement
• Positive Sentiment: Wolfe Research / other sell‑side actions (S&P 500 inclusion talk and upgrades noted) add to positive sentiment and broaden institutional investor focus. Wolfe Research / coverage note
• Neutral Sentiment: The stock has seen above‑average volume and recent media coverage noting the share movement, but peers and macro factors (rate/real‑estate sentiment) will still influence near‑term performance; prior quarterly results showed a revenue beat and FY‑2026 EPS guidance of 7.90–8.00, which underpins the upgrades but may already be partly priced in.

Analysts Set New Price Targets

Several analysts have commented on DLR shares. HSBC set a $193.00 price objective on shares of Digital Realty Trust and gave the stock a "buy" rating in a report on Thursday, January 15th. KeyCorp restated a "sector weight" rating on shares of Digital Realty Trust in a report on Thursday, January 29th. Wolfe Research raised their price objective on shares of Digital Realty Trust from $194.00 to $211.00 and gave the stock an "outperform" rating in a report on Monday. BMO Capital Markets raised their price objective on shares of Digital Realty Trust from $195.00 to $205.00 and gave the stock an "outperform" rating in a report on Tuesday, February 17th. Finally, Cantor Fitzgerald started coverage on shares of Digital Realty Trust in a report on Thursday. They issued an "overweight" rating and a $211.00 price objective for the company. Four equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $196.38.

Digital Realty Trust Price Performance

Shares of NYSE DLR opened at $188.17 on Friday. Digital Realty Trust, Inc. has a fifty-two week low of $137.77 and a fifty-two week high of $190.08. The company has a 50 day simple moving average of $177.20 and a two-hundred day simple moving average of $168.31. The company has a market capitalization of $64.66 billion, a price-to-earnings ratio of 52.27, a P/E/G ratio of 4.11 and a beta of 1.07. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.59 and a current ratio of 1.59.

Digital Realty Trust (NYSE:DLR - Get Free Report) last announced its earnings results on Thursday, February 5th. The real estate investment trust reported $1.86 earnings per share for the quarter, beating analysts' consensus estimates of $1.83 by $0.03. Digital Realty Trust had a net margin of 21.41% and a return on equity of 5.88%. The business had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter last year, the firm earned $1.73 earnings per share. The business's revenue for the quarter was up 13.8% on a year-over-year basis. 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 fiscal year.

Digital Realty Trust Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were paid a dividend of $1.22 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $4.88 dividend on an annualized basis and a dividend yield of 2.6%. Digital Realty Trust's dividend payout ratio (DPR) is currently 135.56%.

Digital Realty Trust Profile

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.

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