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Atticus Wealth Management’s Digital Realty Trust DLR Stock Holding History

Atticus 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
2025
Q3 		– Sell
-81
Closed -$14.2K – 306
2025
Q2 		$14.2K Hold
81
– – ﹤0.01% 444
2025
Q1 		$11.6K Buy
81
+2
+3% +$325 ﹤0.01% 362
2024
Q4 		$14.1K Hold
79
– – ﹤0.01% 363
2024
Q3 		$12.9K Hold
79
– – ﹤0.01% 372
2024
Q2 		$12K Buy
79
+1
+1% +$144 ﹤0.01% 363
2024
Q1 		$11.3K Buy
78
+1
+1% +$141 ﹤0.01% 381
2023
Q4 		$10.3K Buy
77
+1
+1% +$129 ﹤0.01% 399
2023
Q3 		$9.21K Buy
76
+1
+1% +$123 ﹤0.01% 412
2023
Q2 		$8.58K Sell
75
-4
-5% -$396 ﹤0.01% 414
2023
Q1 		$7.8K Sell
79
-141
-64% -$14.9K ﹤0.01% 399
2022
Q4 		$22K Sell
220
-8
-4% -$816 0.01% 324
2022
Q3 		$30K Hold
228
– – 0.01% 283
2022
Q2 		$30K Buy
228
+1
+0.4% +$138 0.01% 307
2022
Q1 		$32K Hold
227
– – 0.01% 289
2021
Q4 		$40K Sell
227
-195
-46% -$31.2K 0.02% 249
2021
Q3 		$61K Sell
422
-105
-20% -$16.5K 0.03% 212
2021
Q2 		$79K Buy
527
+1
+0.2% +$151 0.03% 191
2021
Q1 		$74K Sell
526
-21
-4% -$2.9K 0.04% 175
2020
Q4 		$76K Buy
547
+61
+13% +$8.72K 0.04% 174
2020
Q3 		$71K Buy
486
+70
+17% +$10.5K 0.04% 156
2020
Q2 		$59K Buy
+416
New +$58.9K 0.04% 167

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atticus Wealth Management's DLR Position: Q3 2025 in Review

Atticus Wealth Management sold out of Digital Realty Trust (DLR) in Q3 2025, closing a stake of 81 shares — an estimated $14.2K sold.

Atticus Wealth Management first reported a position in DLR in Q2 2020 and held it in 21 quarters. The position peaked at $79K in Q2 2021. 1,222 funds tracked by Wall St. Rank hold DLR as of Q3 2025.

  • Atticus Wealth Management reported no remaining Digital Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 81 Digital Realty Trust shares in Q3 2025, an estimated $14.2K.
  • Atticus Wealth Management first reported a position in Digital Realty Trust in Q2 2020 and held it in 21 quarters.
  • Atticus Wealth Management's Digital Realty Trust position peaked at $79K in Q2 2021.
  • 1,222 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.