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Arete Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Arete Wealth 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
2025
Q2 		– Sell
-7,333
Closed -$222K – 742
2025
Q1 		$222K Buy
+7,333
New +$1.19M 0.02% 641
2024
Q1 		– Sell
-8,537
Closed -$257K – 462
2023
Q4 		$257K Buy
8,537
+130
+2% +$16.8K 0.02% 591
2023
Q3 		$227K Buy
+8,407
New +$1.03M 0.04% 403
2015
Q4 		– Sell
-30,649
Closed -$2M – 140
2015
Q3 		$2M Buy
30,649
+4,633
+18% +$302K 1.56% 11
2015
Q2 		$1.74M Buy
26,016
+387
+2% +$25.4K 1.17% 18
2015
Q1 		$1.69M Buy
25,629
+625
+2% +$42.9K 1.09% 13
2014
Q4 		$1.66M Buy
25,004
+10,348
+71% +$691K 1.17% 16
2014
Q3 		$914K Buy
14,656
+194
+1% +$12.3K 0.69% 31
2014
Q2 		$843K Buy
+14,462
New +$810K 0.66% 37

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arete Wealth Advisors's DLR Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 7,333 shares — an estimated $222K sold.

Arete Wealth Advisors first reported a position in DLR in Q2 2014 and held it in 9 quarters. The position peaked at $2M in Q3 2015. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,333 Digital Realty Trust shares in Q2 2025, an estimated $222K.
  • Arete Wealth Advisors first reported a position in Digital Realty Trust in Q2 2014 and held it in 9 quarters.
  • Arete Wealth Advisors's Digital Realty Trust position peaked at $2M in Q3 2015.
  • 1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.