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Donaldson Capital Management’s Digital Realty Trust DLR Stock Holding History

Donaldson Capital 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
2021
Q3 		– Sell
-2,676
Closed -$403K – 263
2021
Q2 		$403K Sell
2,676
-353
-12% -$53.4K 0.02% 205
2021
Q1 		$427K Buy
3,029
+13
+0.4% +$1.8K 0.02% 189
2020
Q4 		$421K Sell
3,016
-960
-24% -$137K 0.02% 183
2020
Q3 		$584K Buy
+3,976
New +$596K 0.04% 129

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donaldson Capital Management's DLR Position: Q3 2021 in Review

Donaldson Capital Management sold out of Digital Realty Trust (DLR) in Q3 2021, closing a stake of 2,676 shares — an estimated $403K sold.

Donaldson Capital Management first reported a position in DLR in Q3 2020 and held it in 4 quarters. The position peaked at $584K in Q3 2020. 984 funds tracked by Wall St. Rank hold DLR as of Q3 2021.

  • Donaldson Capital Management reported no remaining Digital Realty Trust position as of Q3 2021 after selling out during the quarter.
  • Donaldson Capital Management sold 2,676 Digital Realty Trust shares in Q3 2021, an estimated $403K.
  • Donaldson Capital Management first reported a position in Digital Realty Trust in Q3 2020 and held it in 4 quarters.
  • Donaldson Capital Management's Digital Realty Trust position peaked at $584K in Q3 2020.
  • 984 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2021.

Based on Donaldson Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.