BC
DLR icon

Burleson & Co’s Digital Realty Trust DLR Stock Holding History

Burleson & Co’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
2022
Q4 		– Hold
0
– – – 425
2021
Q3 		– Sell
-3
Closed -$471 – 371
2021
Q2 		$0 Sell
3
-3
-50% -$453 ﹤0.01% 369
2021
Q1 		$1K Buy
+6
New +$829 ﹤0.01% 328

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burleson & Co's DLR Position: Q4 2022 in Review

Burleson & Co held its Digital Realty Trust (DLR) position steady in Q4 2022 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Burleson & Co first reported a position in DLR in Q1 2021 and has held it in 2 quarters since. The position peaked at $1K in Q1 2021. 965 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

  • Burleson & Co held 0 shares of Digital Realty Trust worth $10 as of Q4 2022.
  • Burleson & Co left its Digital Realty Trust share count unchanged in Q4 2022.
  • Digital Realty Trust made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #425 holding.
  • Burleson & Co first reported a position in Digital Realty Trust in Q1 2021 and has held it in 2 quarters since.
  • Burleson & Co's Digital Realty Trust position peaked at $1K in Q1 2021.
  • 965 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.