Claro Advisors’s Digital Realty Trust DLR Stock Holding History

Claro 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 Q1	–	Sell	-1,323	Closed	-$235K	–	517
2024 Q4	$235K	Sell	1,323 -52	-4%	-$9.22K	0.03%	420
2024 Q3	$223K	Buy	+1,375	New	+$211K	0.03%	458
2019 Q1	–	Sell	-1,006	Closed	-$113K	–	347
2018 Q4	$113K	Buy	+1,006	New	+$111K	0.09%	207

Other funds holding DLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Claro Advisors's DLR Position: Q1 2025 in Review

Claro Advisors sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 1,323 shares — an estimated $235K sold.

Claro Advisors first reported a position in DLR in Q4 2018 and held it in 3 quarters. The position peaked at $235K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

Claro Advisors reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
Claro Advisors sold 1,323 Digital Realty Trust shares in Q1 2025, an estimated $235K.
Claro Advisors first reported a position in Digital Realty Trust in Q4 2018 and held it in 3 quarters.
Claro Advisors's Digital Realty Trust position peaked at $235K in Q4 2024.
1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.