Berman Capital Advisors’s Digital Realty Trust DLR Stock Holding History

Berman Capital 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
2021 Q3	$144K	Buy	1,002 +218	+28%	+$34.2K	0.02%	344
2021 Q2	$117K	Buy	784 +271	+53%	+$41K	0.02%	336
2021 Q1	$71K	Buy	513 +127	+33%	+$17.6K	0.01%	372
2020 Q4	$53K	Sell	386 -22	-5%	-$3.15K	0.01%	398
2020 Q3	$59K	Buy	408 +64	+19%	+$9.59K	0.02%	307
2020 Q2	$47K	Buy	344 +55	+19%	+$7.79K	0.01%	336
2020 Q1	$38K	Buy	289 +91	+46%	+$11.6K	0.01%	346
2019 Q4	$23K	Hold	198	–	–	0.01%	490
2019 Q3	$25K	Buy	198 +1	+0.5%	+$122	0.01%	451
2019 Q2	$23K	Hold	197	–	–	0.01%	474
2019 Q1	$23K	Buy	197 +42	+27%	+$4.69K	0.01%	418
2018 Q4	$16K	Buy	+155	New	+$17.1K	0.01%	422

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Berman Capital Advisors's DLR Position: Q3 2021 in Review

Berman Capital Advisors increased its Digital Realty Trust (DLR) stake by 28% in Q3 2021, buying an estimated $34.2K and bringing the position to 1,002 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #344.

Berman Capital Advisors first reported a position in DLR in Q4 2018 and has held it in 12 quarters since. 985 funds tracked by Wall St. Rank hold DLR as of Q3 2021.

Berman Capital Advisors held 1,002 shares of Digital Realty Trust worth $144K as of Q3 2021.
Berman Capital Advisors bought 218 Digital Realty Trust shares in Q3 2021, an estimated $34.2K.
Digital Realty Trust made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #344 holding.
Berman Capital Advisors first reported a position in Digital Realty Trust in Q4 2018 and has held it in 12 quarters since.
985 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.