Digital Realty vs. Equinix: Which AI Data-Center REIT Is the Better Buy?
Digital Realty Trust, Inc. (NYSE:DLR) and Equinix, Inc. (NASDAQ:EQIX) own two of the hardest assets to replicate in the AI boom: powered, connected data-center capacity.
Digital Realty Trust Inc. (DLR)
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Sector: Real Estate Investment Trusts
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AEW Capital Management Jeffrey Furber | 490,813 | $86,152,406 | -2% | 5.53% |
| 2. | LDR Capital Lawrence Raiman | 29,132 | $5,113,540 | 6.31% | |
| 3. | Motley Fool Asset Management Bryan Hinmon | 26,054 | $4,573,259 | -4% | 0.17% |
| 4. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 18,702 | $3,282,791 | -4% | 1.49% |
| 5. | Bourgeon Capital John Zaro | 1,309 | $229,769 | +1% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $113.22 | 5,000 | $566,100.00 | 10,000 | 2022-09-15 | Filing | |
| $125.95 | 5,000 | $629,750.00 | 5,000 | 2022-05-18 | Filing | |
| $97.45 | 31 | $3,020.95 | 205 | 2021-02-26 | Filing | |
| $25.00 | 1,200 | $30,000.00 | 1,200 | 2017-08-07 | Filing | |
| $63.68 | 113 | $7,195.84 | 4,338 | 2016-02-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $193.96 | 200 | $38,792.00 | 6,322 | 2026-08-27 | Filing | |
| $157.42 | 4,166 | $655,811.72 | 0 | 2025-12-01 | Filing | |
| $175.16 | 53,269 | $9,330,598.04 | 0 | 2025-09-15 | Filing | |
| $175.10 | 4,731 | $828,398.10 | 0 | 2025-09-12 | Filing | |
| $176.50 | 175 | $30,887.50 | 6,522 | 2025-06-05 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,446,748 | $1,826,906,513 | 0.09% | |
| 2. | 5,203,692 | $913,419,232 | 0.17% | |
| 3. | 4,039,278 | $709,019,624 | 0.36% | |
| 4. | 3,836,759 | $673,466,308 | 1.26% | |
| 5. | 3,331,843 | $584,838,399 | 0.12% |
News See All
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Texas Put AI Data Centers on Notice. Meta and Digital Realty Already Chose Their Side
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NVIDIA and Digital Realty’s Flexible AI Factory Faces a Test That More Funding Alone Can’t Solve
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Digital Realty Opens 6.4-MW Nairobi Data Center. Can Network Density Deliver Attractive Returns?
Digital Realty Trust, Inc. (NYSE:DLR) announced the opening of its 6.4-megawatt NBO2 data center in Nairobi on September 7, expanding the campus alongside NBO1.
3 Data Center Stocks with 20%+ Upside from Analysts as Higher Oil Prices Weaken AI Trade
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