Bison Wealth’s Digital Realty Trust DLR Stock Holding History

Bison Wealth’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	$471K	Buy	2,653 +390	+17%	+$69.2K	0.1%	166
2024 Q3	$366K	Buy	+2,263	New	+$347K	0.06%	288

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

Bison Wealth's DLR Position: Q4 2024 in Review

Bison Wealth increased its Digital Realty Trust (DLR) stake by 17% in Q4 2024, buying an estimated $69.2K and bringing the position to 2,653 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #166.

Bison Wealth first reported a position in DLR in Q3 2024 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

Bison Wealth held 2,653 shares of Digital Realty Trust worth $471K as of Q4 2024.
Bison Wealth bought 390 Digital Realty Trust shares in Q4 2024, an estimated $69.2K.
Digital Realty Trust made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #166 holding.
Bison Wealth first reported a position in Digital Realty Trust in Q3 2024 and has held it in 2 quarters since.
1,213 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.