CPWA
DLR icon

Cerro Pacific Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Cerro Pacific Wealth Advisors’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
-1,215
Closed -$216K – 161
2025
Q1 		$216K Sell
1,215
-373
-23% -$60.7K 0.07% 152
2024
Q4 		$257K Sell
1,588
-2,096
-57% -$372K 0.09% 137
2024
Q3 		$560K Hold
3,684
– – 0.21% 92
2024
Q2 		$560K Buy
+3,684
New +$529K 0.21% 93
2023
Q1 		$288K Buy
+2,926
New +$308K 0.16% 119

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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