Atlas Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Atlas Financial 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
2024 Q4	–	Sell	-1,506	Closed	-$244K	–	43
2024 Q3	$244K	Buy	1,506 +2	+0.1%	+$307	0.39%	32
2024 Q2	$229K	Sell	1,504 -226	-13%	-$32.5K	0.38%	30
2024 Q1	$249K	Buy	1,730 +39	+2%	+$5.51K	0.39%	29
2023 Q4	$228K	Sell	1,691 -1,555	-48%	-$201K	0.37%	28
2023 Q3	$393K	Buy	+3,246	New	+$399K	0.31%	27

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Atlas Financial Advisors's DLR Position: Q4 2024 in Review

Atlas Financial Advisors sold out of Digital Realty Trust (DLR) in Q4 2024, closing a stake of 1,506 shares — an estimated $244K sold.

Atlas Financial Advisors first reported a position in DLR in Q3 2023 and held it in 5 quarters. The position peaked at $393K in Q3 2023. 1,212 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

Atlas Financial Advisors reported no remaining Digital Realty Trust position as of Q4 2024 after selling out during the quarter.
Atlas Financial Advisors sold 1,506 Digital Realty Trust shares in Q4 2024, an estimated $244K.
Atlas Financial Advisors first reported a position in Digital Realty Trust in Q3 2023 and held it in 5 quarters.
Atlas Financial Advisors's Digital Realty Trust position peaked at $393K in Q3 2023.
1,212 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.