Dakota Wealth Management’s Digital Realty Trust DLR Stock Holding History

Dakota 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
2025 Q2	–	Sell	-6,358	Closed	-$911K	–	774
2025 Q1	$911K	Buy	+6,358	New	+$1.03M	0.02%	385
2024 Q4	–	Sell	-18,073	Closed	-$2.92M	–	765
2024 Q3	$2.92M	Buy	18,073 +2,916	+19%	+$447K	0.07%	226
2024 Q2	$2.3M	Buy	15,157 +1,772	+13%	+$254K	0.05%	243
2024 Q1	$1.93M	Buy	13,385 +4,707	+54%	+$665K	0.05%	267
2023 Q4	$1.17M	Buy	+8,678	New	+$1.12M	0.05%	290
2022 Q4	–	Sell	-2,794	Closed	-$277K	–	605
2022 Q3	$277K	Sell	2,794 -5,942	-68%	-$729K	0.02%	439
2022 Q2	$1.13M	Sell	8,736 -10,385	-54%	-$1.43M	0.1%	180
2022 Q1	$2.71M	Buy	19,121 +3,007	+19%	+$435K	0.22%	123
2021 Q4	$2.85M	Buy	16,114 +13,277	+468%	+$2.13M	0.3%	90
2021 Q3	$409K	Buy	+2,837	New	+$445K	0.05%	255

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

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

AAMU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dakota Wealth Management's DLR Position: Q2 2025 in Review

Dakota Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 6,358 shares — an estimated $911K sold.

Dakota Wealth Management first reported a position in DLR in Q3 2021 and held it in 10 quarters. The position peaked at $2.92M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

Dakota Wealth Management reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
Dakota Wealth Management sold 6,358 Digital Realty Trust shares in Q2 2025, an estimated $911K.
Dakota Wealth Management first reported a position in Digital Realty Trust in Q3 2021 and held it in 10 quarters.
Dakota Wealth Management's Digital Realty Trust position peaked at $2.92M in Q3 2024.
1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.