DIGITAL REALTY TRUST, INC.(DLR)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →Unusual Activity in DLR
Events flagged as statistical outliers against DLR's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-01
DLR quality score dropped 11 points (70→59) on a new filing
View source filing →
DLR Stock Analysis & AI Quality Score
Data updated 2026-08-29AI stock analysis and institutional research for DIGITAL REALTY TRUST, INC. (DLR), a Real Estate sector company. 13F Pro tracks DLR using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), DIGITAL REALTY TRUST, INC. reports quarterly revenue of $1.6B, net income of $179.3M, an operating margin of 16.4%. Top institutional holders of DLR by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, COHEN & STEERS, based on the most recent SEC filings. DLR trades on the NYSE exchange and files with the SEC under CIK 1297996. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DLR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DIGITAL REALTY TRUST, INC. directly from SEC EDGAR. DIGITAL REALTY TRUST, INC.'s 13F Pro composite quality score has ranged between 59 and 74 since 2026, currently 72.8 — an improving long-term trajectory across 45 quarterly and live scoring snapshots.
What's Driving DLR's Business? Latest 10-Q Breakdown
✓ 35/35 datapoints verifiedAI-extracted from DIGITAL REALTY TRUST, INC.'s 10-Q filed 2026-07-31 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Total revenue rose 28.9% YoY to $1.92B, boosted by $201M of one-time promote income from the June 2026 Digital Carver joint venture buy-in.
Biggest Revenue Drivers
New leasing and renewals, higher utilities reimbursements and stronger Euro, sterling and Singapore dollar
Primarily $201 million of promote income from performance hurdles achieved in the June 2026 Acquisition
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.6B
Net Income
Q1 2026
$179.3M
Operating Margin
Q1 2026
16.4%
ROIC
Q1 2026
4.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+10.0% YoYNet Income
+117.2% YoYOperating Income
+39.6% YoYEPS (Diluted)
+122.4% YoYTotal Assets
+9.1% YoYOp. Cash Flow
+6.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $6.11B +10.0% | $5.55B +1.4% | $5.48B +16.7% | $4.69B +6.0% | $4.43B +13.4% | $3.90B |
| Net Income | $1.31B +117.2% | $602.5M -36.5% | $948.8M +151.2% | $377.7M -77.9% | $1.71B +379.6% | $356.4M |
| Operating Income | $658.5M +39.6% | $471.9M -10.0% | $524.5M -11.1% | $590.0M -15.0% | $694.0M +24.5% | $557.5M |
| EPS (Diluted) | $3.58 +122.4% | $1.61 -44.1% | $2.88 +159.5% | $1.11 -81.3% | $5.94 +494.0% | $1.00 |
| Total Assets | $49.41B +9.1% | $45.28B +2.7% | $44.11B +6.3% | $41.48B +14.1% | $36.37B +0.8% | $36.08B |
| Operating Cash Flow | $2.41B +6.7% | $2.26B +38.3% | $1.63B -1.5% | $1.66B -2.5% | $1.70B -0.3% | $1.71B |
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13F Pro tracks comprehensive data for DIGITAL REALTY TRUST, INC. including:
Top Institutional Holders of DLR
BlackRock, Inc.
$7.3B40,522,510 shVANGUARD PORTFOLIO MANAGEMENT LLC
$5.4B30,156,675 shCOHEN & STEERS, INC.
$5.2B29,229,771 shVANGUARD CAPITAL MANAGEMENT LLC
$4.0B22,292,241 shSTATE STREET CORP
$3.7B20,837,900 shNORGES BANK
$3.5B19,290,135 shBlackstone Inc.
$2.2B12,313,486 shGEODE CAPITAL MANAGEMENT, LLC
$1.7B9,758,447 shBANK OF AMERICA CORP /DE/
$1.6B8,941,260 shAPG Asset Management US Inc.
$1.5B8,619,693 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $7.3B | 40,522,510 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.4B | 30,156,675 |
| COHEN & STEERS, INC. | $5.2B | 29,229,771 |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.0B | 22,292,241 |
| STATE STREET CORP | $3.7B | 20,837,900 |
| NORGES BANK | $3.5B | 19,290,135 |
| Blackstone Inc. | $2.2B | 12,313,486 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.7B | 9,758,447 |
| BANK OF AMERICA CORP /DE/ | $1.6B | 8,941,260 |
| APG Asset Management US Inc. | $1.5B | 8,619,693 |
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Popular Research
Is DLR a good stock to buy?
13F Pro's AI-powered analysis of DIGITAL REALTY TRUST, INC. (DLR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DLR are available on the DLR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DLR is classified as a large company.
Which hedge funds own DLR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DLR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DIGITAL REALTY TRUST, INC.'s investment landscape.