Digital Realty Trust Emerges as Top Billionaire Pick in Data Center Sector

Key Facts

1Digital Realty Trust emerged as a top billionaire pick in the data center sector, seeing a 20% year-to-date increase.

2DLR partnered with ePlus to offer private AI infrastructure solutions.

Amid the intensifying race to scale digital infrastructure, Digital Realty Trust has emerged as a premier investment choice for billionaire investors within the data center sector. According to reports, the stock has climbed 20% year-to-date, fueled by the company's expansion into AI-driven solutions. DLR further solidified its market position by partnering with ePlus to deliver specialized private AI infrastructure solutions.

This institutional interest coincides with rapid sector growth; peer earnings from Equinix highlight sustained demand for data center capacity, with 2024 revenue growth projected between 7% and 9% per recent financial filings. Compared to broader specialized REITs, DLR is outperforming sector averages due to its strategic focus on cloud and AI integration, a trend Goldman Sachs analysts recently described as positioning data centers as the "essential utilities" of the modern digital economy.

Regarding price action, DLR stood at $182.84 (at close June 11, 2026), having reached an intra-day high of $183.90 per market data. Traders are currently monitoring support levels near $178.41 to sustain the current bullish momentum. Looking ahead, investors remain attentive to upcoming US monetary policy updates in the calendar, which could impact financing costs for capital-intensive Real Estate Investment Trusts.