Ameliora Wealth Management’s Digital Realty Trust DLR Stock Holding History

Ameliora Wealth Management’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
2025 Q4	–	Sell	-1,050	Closed	-$182K	–	228
2025 Q3	$182K	Hold	1,050	–	–	0.06%	105
2025 Q2	$183K	Hold	1,050	–	–	0.07%	107
2025 Q1	$150K	Hold	1,050	–	–	0.06%	115
2024 Q4	$186K	Hold	1,050	–	–	0.07%	101
2024 Q3	$170K	Hold	1,050	–	–	0.07%	88
2024 Q2	$160K	Hold	1,050	–	–	0.07%	91
2024 Q1	$151K	Buy	+1,050	New	+$148K	0.07%	101

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameliora Wealth Management's DLR Position: Q4 2025 in Review

Ameliora Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 1,050 shares — an estimated $182K sold.

Ameliora Wealth Management first reported a position in DLR in Q1 2024 and held it in 7 quarters. The position peaked at $186K in Q4 2024. 1,185 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

Ameliora Wealth Management reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
Ameliora Wealth Management sold 1,050 Digital Realty Trust shares in Q4 2025, an estimated $182K.
Ameliora Wealth Management first reported a position in Digital Realty Trust in Q1 2024 and held it in 7 quarters.
Ameliora Wealth Management's Digital Realty Trust position peaked at $186K in Q4 2024.
1,185 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on Ameliora Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.