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Consolidated Planning Corp’s Digital Realty Trust DLR Stock Holding History

Consolidated Planning Corp’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
-4,699
Closed -$833K – 192
2024
Q4 		$833K Buy
4,699
+1,507
+47% +$267K 0.11% 107
2024
Q3 		$516K Buy
3,192
+771
+32% +$118K 0.08% 127
2024
Q2 		$368K Buy
2,421
+565
+30% +$81.1K 0.06% 127
2024
Q1 		$267K Buy
+1,856
New +$262K 0.05% 152
2023
Q4 		– Sell
-2,808
Closed -$340K – 171
2023
Q3 		$340K Sell
2,808
-387
-12% -$47.5K 0.08% 116
2023
Q2 		$364K Buy
+3,195
New +$316K 0.08% 127
2021
Q4 		– Sell
-10
Closed -$1K – 162
2021
Q3 		$1K Buy
+10
New +$1.57K ﹤0.01% 429

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Consolidated Planning Corp's DLR Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 4,699 shares — an estimated $833K sold.

Consolidated Planning Corp first reported a position in DLR in Q3 2021 and held it in 7 quarters. The position peaked at $833K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 4,699 Digital Realty Trust shares in Q1 2025, an estimated $833K.
  • Consolidated Planning Corp first reported a position in Digital Realty Trust in Q3 2021 and held it in 7 quarters.
  • Consolidated Planning Corp's Digital Realty Trust position peaked at $833K in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.