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Cassady Schiller Wealth Management’s Digital Realty Trust DLR Stock Holding History

Cassady Schiller 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
2024
Q4 		$3.19K Buy
+18
New +$3.19K ﹤0.01% 494
2022
Q1 		– Sell
-6
Closed -$1K – 233
2021
Q4 		$1K Buy
+6
New +$961 ﹤0.01% 443

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's DLR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Digital Realty Trust (DLR) in Q4 2024: 18 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in DLR as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in DLR in Q4 2021 and has held it in 2 quarters since. 1,212 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of Digital Realty Trust worth $3.19K as of Q4 2024.
  • Digital Realty Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Digital Realty Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #494 holding.
  • Cassady Schiller Wealth Management first reported a position in Digital Realty Trust in Q4 2021 and has held it in 2 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.