Bristlecone Advisors’s Digital Realty Trust DLR Stock Holding History

Bristlecone 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
2025 Q1	–	Sell	-1,337	Closed	-$237K	–	378
2024 Q4	$237K	Sell	1,337 -120	-8%	-$21.3K	0.02%	259
2024 Q3	$236K	Sell	1,457 -49	-3%	-$7.51K	0.02%	258
2024 Q2	$229K	Buy	+1,506	New	+$216K	0.02%	257
2024 Q1	–	Sell	-1,513	Closed	-$204K	–	273
2023 Q4	$204K	Buy	+1,513	New	+$195K	0.02%	263
2022 Q3	–	Sell	-1,644	Closed	-$213K	–	241
2022 Q2	$213K	Buy	1,644 +13	+0.8%	+$1.8K	0.03%	232
2022 Q1	$231K	Hold	1,631	–	–	0.03%	216
2021 Q4	$288K	Buy	1,631 +57	+4%	+$9.13K	0.03%	194
2021 Q3	$227K	Hold	1,574	–	–	0.03%	202
2021 Q2	$237K	Sell	1,574 -72	-4%	-$10.9K	0.03%	197
2021 Q1	$232K	Buy	+1,646	New	+$228K	0.04%	193

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bristlecone Advisors's DLR Position: Q1 2025 in Review

Bristlecone Advisors sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 1,337 shares — an estimated $237K sold.

Bristlecone Advisors first reported a position in DLR in Q1 2021 and held it in 10 quarters. The position peaked at $288K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

Bristlecone Advisors reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,337 Digital Realty Trust shares in Q1 2025, an estimated $237K.
Bristlecone Advisors first reported a position in Digital Realty Trust in Q1 2021 and held it in 10 quarters.
Bristlecone Advisors's Digital Realty Trust position peaked at $288K in Q4 2021.
1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Bristlecone Advisors's 13F filing for Q1 2025, filed 12 May 2025.