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Unusual Activity in DLR

Events flagged as statistical outliers against DLR's own multi-year baseline — not fixed dollar thresholds.

DLR Stock Analysis & AI Quality Score

Data updated 2026-08-29

AI 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 verified

AI-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

Rental and other services$1,674.6M+14.9% YoY

New leasing and renewals, higher utilities reimbursements and stronger Euro, sterling and Singapore dollar

Fee income and other$249.4M+596.9% YoY

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%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+10.0% YoY
$6.11BFY 2025
FY22 $4.69BFY23 $5.48BFY24 $5.55BFY25 $6.11B

Net Income

+117.2% YoY
$1.31BFY 2025
FY22 $377.7MFY23 $948.8MFY24 $602.5MFY25 $1.31B

Operating Income

+39.6% YoY
$658.5MFY 2025
FY22 $590.0MFY23 $524.5MFY24 $471.9MFY25 $658.5M

EPS (Diluted)

+122.4% YoY
$3.58FY 2025
FY22 $1.11FY23 $2.88FY24 $1.61FY25 $3.58

Total Assets

+9.1% YoY
$49.41BFY 2025
FY22 $41.48BFY23 $44.11BFY24 $45.28BFY25 $49.41B

Op. Cash Flow

+6.7% YoY
$2.41BFY 2025
FY22 $1.66BFY23 $1.63BFY24 $2.26BFY25 $2.41B

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Available Research

13F Pro tracks comprehensive data for DIGITAL REALTY TRUST, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of DLR

Companies Similar to DLR

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

O

REALTY INCOME CORP

74
AI score
Very similar · 40 shared holders
SPG

SIMON PROPERTY GROUP INC.

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Very similar · 49 shared holders
AVB

AVALONBAY COMMUNITIES INC

66
AI score
Very similar · 50 shared holders
AMT

AMERICAN TOWER CORP /MA/

66
AI score
Very similar · 43 shared holders
ESS

ESSEX PROPERTY TRUST, INC.

64
AI score
Very similar · 46 shared holders

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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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.