Allegis Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Allegis Investment Advisors’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
2018 Q1	$511K	Buy	4,848 +419	+9%	+$44.2K	0.16%	134
2017 Q4	$504K	Buy	4,429 +1,462	+49%	+$172K	0.15%	153
2017 Q3	$351K	Buy	+2,967	New	+$343K	0.08%	195
2016 Q1	–	Sell	-50	Closed	-$4K	–	348
2015 Q4	$4K	Buy	+50	New	+$3.6K	﹤0.01%	875

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AAMU

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allegis Investment Advisors's DLR Position: Q1 2018 in Review

Allegis Investment Advisors increased its Digital Realty Trust (DLR) stake by 9.5% in Q1 2018, buying an estimated $44.2K and bringing the position to 4,848 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #134.

Allegis Investment Advisors first reported a position in DLR in Q4 2015 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold DLR as of Q1 2018.

Allegis Investment Advisors held 4,848 shares of Digital Realty Trust worth $511K as of Q1 2018.
Allegis Investment Advisors bought 419 Digital Realty Trust shares in Q1 2018, an estimated $44.2K.
Digital Realty Trust made up 0.16% of Allegis Investment Advisors's portfolio in Q1 2018, its #134 holding.
Allegis Investment Advisors first reported a position in Digital Realty Trust in Q4 2015 and has held it in 4 quarters since.
639 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.