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Atlas Private Wealth Management’s Digital Realty Trust DLR Stock Holding History

Atlas Private 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
2024
Q1 		$2.38M Buy
16,552
+2,242
+16% +$317K 1% 32
2023
Q4 		$1.93M Buy
14,310
+1,082
+8% +$140K 0.91% 37
2023
Q3 		$1.6M Buy
13,228
+759
+6% +$93.2K 0.86% 38
2023
Q2 		$1.42M Buy
12,469
+831
+7% +$82.2K 0.75% 48
2023
Q1 		$1.14M Buy
11,638
+343
+3% +$36.2K 0.69% 50
2022
Q4 		$1.13M Buy
11,295
+1,148
+11% +$117K 0.52% 43
2022
Q3 		$1.01M Buy
10,147
+748
+8% +$91.7K 0.73% 44
2022
Q2 		$1.22M Sell
9,399
-26
-0.3% -$3.59K 0.83% 37
2022
Q1 		$1.34M Buy
9,425
+577
+7% +$83.4K 0.78% 39
2021
Q4 		$1.56M Buy
8,848
+72
+0.8% +$11.5K 0.87% 35
2021
Q3 		$1.27M Buy
8,776
+287
+3% +$45K 0.78% 42
2021
Q2 		$1.28M Buy
8,489
+755
+10% +$114K 0.79% 43
2021
Q1 		$1.09M Buy
7,734
+667
+9% +$92.2K 0.7% 41
2020
Q4 		$986K Sell
7,067
-19
-0.3% -$2.72K 0.7% 43
2020
Q3 		$1.04M Buy
7,086
+543
+8% +$81.4K 0.81% 36
2020
Q2 		$930K Buy
6,543
+3
+0% +$425 0.75% 35
2020
Q1 		$908K Buy
6,540
+446
+7% +$56.7K 0.84% 32
2019
Q4 		$730K Buy
+6,094
New +$750K 0.56% 52

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Private Wealth Management's DLR Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Digital Realty Trust (DLR) stake by 16% in Q1 2024, buying an estimated $317K and bringing the position to 16,552 shares worth $2.38M. The position accounts for 1% of the portfolio, ranked #32.

Atlas Private Wealth Management first reported a position in DLR in Q4 2019 and has held it in 18 quarters since. 1,047 funds tracked by Wall St. Rank hold DLR as of Q1 2024.

  • Atlas Private Wealth Management held 16,552 shares of Digital Realty Trust worth $2.38M as of Q1 2024.
  • Atlas Private Wealth Management bought 2,242 Digital Realty Trust shares in Q1 2024, an estimated $317K.
  • Digital Realty Trust made up 1% of Atlas Private Wealth Management's portfolio in Q1 2024, its #32 holding.
  • Atlas Private Wealth Management first reported a position in Digital Realty Trust in Q4 2019 and has held it in 18 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.