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Demars Financial Group’s Digital Realty Trust DLR Stock Holding History

Demars Financial Group’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
2024
Q2 		– Sell
-1,410
Closed -$203K – 70
2024
Q1 		$203K Sell
1,410
-296
-17% -$41.8K 0.1% 67
2023
Q4 		$230K Sell
1,706
-410
-19% -$53K 0.12% 63
2023
Q3 		$256K Hold
2,116
– – 0.15% 70
2023
Q2 		$241K Sell
2,116
-178
-8% -$17.6K 0.13% 67
2023
Q1 		$226K Sell
2,294
-294
-11% -$31K 0.12% 70
2022
Q4 		$259K Sell
2,588
-2,237
-46% -$228K 0.14% 62
2022
Q3 		$479K Sell
4,825
-375
-7% -$46K 0.28% 50
2022
Q2 		$675K Sell
5,200
-831
-14% -$115K 0.38% 48
2022
Q1 		$855K Sell
6,031
-79
-1% -$11.4K 0.43% 46
2021
Q4 		$1.08M Sell
6,110
-19,952
-77% -$3.2M 0.57% 42
2021
Q3 		$3.77M Sell
26,062
-4,682
-15% -$734K 2.22% 15
2021
Q2 		$4.63M Buy
30,744
+705
+2% +$107K 2.78% 8
2021
Q1 		$4.23M Buy
30,039
+3,169
+12% +$438K 2.85% 7
2020
Q4 		$3.75M Buy
26,870
+2,967
+12% +$424K 2.65% 10
2020
Q3 		$3.51M Buy
23,903
+881
+4% +$132K 2.67% 9
2020
Q2 		$3.27M Buy
+23,022
New +$3.26M 2.72% 9

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Demars Financial Group's DLR Position: Q2 2024 in Review

Demars Financial Group sold out of Digital Realty Trust (DLR) in Q2 2024, closing a stake of 1,410 shares — an estimated $203K sold.

Demars Financial Group first reported a position in DLR in Q2 2020 and held it in 16 quarters. The position peaked at $4.63M in Q2 2021. 1,087 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

  • Demars Financial Group reported no remaining Digital Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Demars Financial Group sold 1,410 Digital Realty Trust shares in Q2 2024, an estimated $203K.
  • Demars Financial Group first reported a position in Digital Realty Trust in Q2 2020 and held it in 16 quarters.
  • Demars Financial Group's Digital Realty Trust position peaked at $4.63M in Q2 2021.
  • 1,087 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on Demars Financial Group's 13F filing for Q2 2024, filed 19 Jul 2024.