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Buckingham Strategic Wealth’s Digital Realty Trust DLR Stock Holding History

Buckingham Strategic 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
Q2 		$267K Buy
1,755
+38
+2% +$5.46K ﹤0.01% 630
2024
Q1 		$247K Buy
1,717
+133
+8% +$18.8K ﹤0.01% 642
2023
Q4 		$213K Buy
+1,584
New +$205K ﹤0.01% 666
2023
Q3 		– Sell
-1,816
Closed -$207K – 690
2023
Q2 		$207K Buy
+1,816
New +$180K ﹤0.01% 633
2022
Q4 		– Sell
-2,557
Closed -$254K – 637
2022
Q3 		$254K Buy
2,557
+312
+14% +$38.3K 0.01% 502
2022
Q2 		$291K Buy
2,245
+77
+4% +$10.6K 0.01% 471
2022
Q1 		$307K Sell
2,168
-196
-8% -$28.3K 0.01% 465
2021
Q4 		$418K Sell
2,364
-366
-13% -$58.6K 0.01% 402
2021
Q3 		$394K Buy
2,730
+59
+2% +$9.26K 0.01% 409
2021
Q2 		$402K Buy
2,671
+320
+14% +$48.4K 0.01% 409
2021
Q1 		$331K Sell
2,351
-173
-7% -$23.9K 0.02% 413
2020
Q4 		$352K Buy
+2,524
New +$361K 0.02% 389

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buckingham Strategic Wealth's DLR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Digital Realty Trust (DLR) stake by 2.2% in Q2 2024, buying an estimated $5.46K and bringing the position to 1,755 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Buckingham Strategic Wealth first reported a position in DLR in Q4 2020 and has held it in 12 quarters since. The position peaked at $418K in Q4 2021. 1,087 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

  • Buckingham Strategic Wealth held 1,755 shares of Digital Realty Trust worth $267K as of Q2 2024.
  • Buckingham Strategic Wealth bought 38 Digital Realty Trust shares in Q2 2024, an estimated $5.46K.
  • Digital Realty Trust made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #630 holding.
  • Buckingham Strategic Wealth first reported a position in Digital Realty Trust in Q4 2020 and has held it in 12 quarters since.
  • Buckingham Strategic Wealth's Digital Realty Trust position peaked at $418K in Q4 2021.
  • 1,087 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.