Advisory Research’s Digital Realty Trust DLR Stock Holding History

Advisory Research’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,373	Closed	-$270K	–	441
2023 Q2	$270K	Buy	+2,373	New	+$235K	0.03%	392

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's DLR Position: Q3 2023 in Review

Advisory Research sold out of Digital Realty Trust (DLR) in Q3 2023, closing a stake of 2,373 shares — an estimated $270K sold.

Advisory Research first reported a position in DLR in Q2 2023 and held it in 1 quarter. The position peaked at $270K in Q2 2023. 947 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

Advisory Research reported no remaining Digital Realty Trust position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 2,373 Digital Realty Trust shares in Q3 2023, an estimated $270K.
Advisory Research first reported a position in Digital Realty Trust in Q2 2023 and held it in 1 quarter.
Advisory Research's Digital Realty Trust position peaked at $270K in Q2 2023.
947 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.