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ARS Investment Partners’s Digital Realty Trust DLR Stock Holding History

ARS Investment Partners’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
2022
Q4 		– Sell
-3,637
Closed -$361K – 158
2022
Q3 		$361K Buy
3,637
+1,332
+58% +$163K 0.05% 114
2022
Q2 		$299K Hold
2,305
– – 0.04% 117
2022
Q1 		$327K Hold
2,305
– – 0.03% 122
2021
Q4 		$408K Hold
2,305
– – 0.04% 118
2021
Q3 		$333K Hold
2,305
– – 0.03% 122
2021
Q2 		$347K Sell
2,305
-82
-3% -$12.4K 0.04% 113
2021
Q1 		$336K Sell
2,387
-22
-0.9% -$3.04K 0.04% 112
2020
Q4 		$336K Buy
2,409
+82
+4% +$11.7K 0.04% 93
2020
Q3 		$342K Buy
2,327
+22
+1% +$3.3K 0.05% 84
2020
Q2 		$328K Sell
2,305
-187
-8% -$26.5K 0.06% 57
2020
Q1 		$346K Buy
+2,492
New +$317K 0.08% 70

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ARS Investment Partners's DLR Position: Q4 2022 in Review

ARS Investment Partners sold out of Digital Realty Trust (DLR) in Q4 2022, closing a stake of 3,637 shares — an estimated $361K sold.

ARS Investment Partners first reported a position in DLR in Q1 2020 and held it in 11 quarters. The position peaked at $408K in Q4 2021. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

  • ARS Investment Partners reported no remaining Digital Realty Trust position as of Q4 2022 after selling out during the quarter.
  • ARS Investment Partners sold 3,637 Digital Realty Trust shares in Q4 2022, an estimated $361K.
  • ARS Investment Partners first reported a position in Digital Realty Trust in Q1 2020 and held it in 11 quarters.
  • ARS Investment Partners's Digital Realty Trust position peaked at $408K in Q4 2021.
  • 964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on ARS Investment Partners's 13F filing for Q4 2022, filed 25 Jan 2023.