CFG
DLR icon

Capstone Financial Group’s Digital Realty Trust DLR Stock Holding History

Capstone Financial Group’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
2020
Q3 		$179K Buy
1,172
+25
+2% +$3.75K 0.14% 84
2020
Q2 		$169K Hold
1,147
– – 0.14% 81
2020
Q1 		$159K Hold
1,147
– – 0.16% 82
2019
Q4 		$137K Buy
+1,147
New +$141K 0.13% 92

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Financial Group's DLR Position: Q3 2020 in Review

Capstone Financial Group increased its Digital Realty Trust (DLR) stake by 2.2% in Q3 2020, buying an estimated $3.75K and bringing the position to 1,172 shares worth $179K. The position accounts for 0.14% of the portfolio, ranked #84.

Capstone Financial Group first reported a position in DLR in Q4 2019 and has held it in 4 quarters since. 890 funds tracked by Wall St. Rank hold DLR as of Q3 2020.

  • Capstone Financial Group held 1,172 shares of Digital Realty Trust worth $179K as of Q3 2020.
  • Capstone Financial Group bought 25 Digital Realty Trust shares in Q3 2020, an estimated $3.75K.
  • Digital Realty Trust made up 0.14% of Capstone Financial Group's portfolio in Q3 2020, its #84 holding.
  • Capstone Financial Group first reported a position in Digital Realty Trust in Q4 2019 and has held it in 4 quarters since.
  • 890 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.