AG
DLR icon

Aperio Group’s Digital Realty Trust DLR Stock Holding History

Aperio Group’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
2020
Q4 		$23.2M Sell
166,531
-7,248
-4% -$1.04M 0.07% 279
2020
Q3 		$25.5M Buy
173,779
+1,567
+0.9% +$235K 0.09% 222
2020
Q2 		$24.5M Buy
172,212
+4,870
+3% +$689K 0.09% 217
2020
Q1 		$23.2M Buy
167,342
+29,362
+21% +$3.73M 0.1% 201
2019
Q4 		$16.5M Sell
137,980
-5,005
-4% -$616K 0.06% 352
2019
Q3 		$18.6M Buy
142,985
+6,513
+5% +$792K 0.07% 302
2019
Q2 		$16.1M Buy
136,472
+9,350
+7% +$1.11M 0.07% 329
2019
Q1 		$15.1M Sell
127,122
-6,149
-5% -$686K 0.07% 336
2018
Q4 		$14.2M Buy
133,271
+6,099
+5% +$674K 0.07% 303
2018
Q3 		$14.3M Sell
127,172
-1,033
-0.8% -$124K 0.06% 339
2018
Q2 		$14.3M Sell
128,205
-17,513
-12% -$1.86M 0.07% 328
2018
Q1 		$15.4M Sell
145,718
-4,410
-3% -$465K 0.08% 308
2017
Q4 		$17.1M Buy
150,128
+4,687
+3% +$552K 0.09% 275
2017
Q3 		$17.2M Buy
145,441
+42,599
+41% +$4.92M 0.1% 250
2017
Q2 		$11.6M Buy
102,842
+19,653
+24% +$2.25M 0.07% 328
2017
Q1 		$8.85M Buy
83,189
+15,446
+23% +$1.62M 0.06% 368
2016
Q4 		$6.66M Buy
67,743
+10,767
+19% +$1M 0.05% 413
2016
Q3 		$5.53M Buy
56,976
+3,191
+6% +$325K 0.04% 502
2016
Q2 		$5.86M Buy
53,785
+17,994
+50% +$1.71M 0.05% 463
2016
Q1 		$3.17M Buy
35,791
+9,554
+36% +$774K 0.03% 632
2015
Q4 		$1.98M Buy
26,237
+3,638
+16% +$262K 0.02% 756
2015
Q3 		$1.48M Buy
22,599
+96
+0.4% +$6.26K 0.02% 831
2015
Q2 		$1.5M Buy
22,503
+2,693
+14% +$177K 0.02% 823
2015
Q1 		$1.31M Buy
19,810
+795
+4% +$54.5K 0.01% 848
2014
Q4 		$1.26M Buy
19,015
+733
+4% +$49K 0.02% 799
2014
Q3 		$1.14M Sell
18,282
-31
-0.2% -$1.97K 0.02% 805
2014
Q2 		$1.07M Buy
18,313
+2,030
+12% +$114K 0.02% 824
2014
Q1 		$864K Buy
+16,283
New +$847K 0.01% 1078
2013
Q4 		– Sell
-18,503
Closed -$919K – 1083
2013
Q3 		$982K Buy
18,503
+11,245
+155% +$639K 0.02% 843
2013
Q2 		$443K Buy
+7,258
New +$474K 0.01% 1092

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's DLR Position: Q4 2020 in Review

Aperio Group reduced its Digital Realty Trust (DLR) stake by 4.2% in Q4 2020, selling an estimated $1.04M and leaving 166,531 shares worth $23.2M. The position accounts for 0.07% of the portfolio, ranked #279.

Aperio Group first reported a position in DLR in Q2 2013 and has held it in 30 quarters since. The position peaked at $25.5M in Q3 2020. 932 funds tracked by Wall St. Rank hold DLR as of Q4 2020.

  • Aperio Group held 166,531 shares of Digital Realty Trust worth $23.2M as of Q4 2020.
  • Aperio Group sold 7,248 Digital Realty Trust shares in Q4 2020, an estimated $1.04M.
  • Digital Realty Trust made up 0.07% of Aperio Group's portfolio in Q4 2020, its #279 holding.
  • Aperio Group first reported a position in Digital Realty Trust in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Digital Realty Trust position peaked at $25.5M in Q3 2020.
  • 932 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.