Atwood & Palmer’s Digital Realty Trust DLR Stock Holding History

Atwood & Palmer’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
2023 Q4	–	Sell	-21	Closed	-$2.54K	–	410
2023 Q3	$2.54K	Hold	21	–	–	﹤0.01%	356
2023 Q2	$2.39K	Buy	+21	New	+$2.08K	﹤0.01%	365
2018 Q2	–	Sell	-40	Closed	-$4K	–	318
2018 Q1	$4K	Buy	+40	New	+$4.22K	﹤0.01%	272
2017 Q4	–	Hold	0	–	–	–	266
2017 Q3	–	Hold	0	–	–	–	272
2017 Q2	–	Hold	0	–	–	–	278

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atwood & Palmer's DLR Position: Q4 2023 in Review

Atwood & Palmer sold out of Digital Realty Trust (DLR) in Q4 2023, closing a stake of 21 shares — an estimated $2.54K sold.

Atwood & Palmer first reported a position in DLR in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 1,038 funds tracked by Wall St. Rank hold DLR as of Q4 2023.

Atwood & Palmer reported no remaining Digital Realty Trust position as of Q4 2023 after selling out during the quarter.
Atwood & Palmer sold 21 Digital Realty Trust shares in Q4 2023, an estimated $2.54K.
Atwood & Palmer first reported a position in Digital Realty Trust in Q1 2018 and held it in 3 quarters.
Atwood & Palmer's Digital Realty Trust position peaked at $4K in Q1 2018.
1,038 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.