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Capital A Wealth Management’s Digital Realty Trust DLR Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-4
Closed -$573 – 548
2025
Q1 		$573 Buy
4
+2
+100% +$325 ﹤0.01% 610
2024
Q4 		$355 Buy
+2
New +$355 ﹤0.01% 689

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's DLR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 4 shares — an estimated $573 sold.

Capital A Wealth Management first reported a position in DLR in Q4 2024 and held it in 2 quarters. The position peaked at $573 in Q1 2025. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 4 Digital Realty Trust shares in Q2 2025, an estimated $573.
  • Capital A Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Digital Realty Trust position peaked at $573 in Q1 2025.
  • 1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.