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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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cerro Pacific Wealth Advisors's DLR Position: Q2 2025 in Review

Cerro Pacific Wealth Advisors sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 1,215 shares — an estimated $216K sold.

Cerro Pacific Wealth Advisors first reported a position in DLR in Q1 2023 and held it in 5 quarters. The position peaked at $560K in Q3 2024. 1,230 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Cerro Pacific Wealth Advisors reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 1,215 Digital Realty Trust shares in Q2 2025, an estimated $216K.
  • Cerro Pacific Wealth Advisors first reported a position in Digital Realty Trust in Q1 2023 and held it in 5 quarters.
  • Cerro Pacific Wealth Advisors's Digital Realty Trust position peaked at $560K in Q3 2024.
  • 1,230 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.