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

Doyle 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
2022 Q3	$1.36M	Buy	13,699 +379	+3%	+$46.5K	0.12%	89
2022 Q2	$1.73M	Sell	13,320 -363	-3%	-$50.1K	0.14%	88
2022 Q1	$1.94M	Buy	13,683 +70	+0.5%	+$10.1K	0.14%	85
2021 Q4	$2.41M	Buy	13,613 +307	+2%	+$49.2K	0.17%	81
2021 Q3	$1.92M	Buy	13,306 +344	+3%	+$54K	0.15%	82
2021 Q2	$1.95M	Buy	12,962 +534	+4%	+$80.7K	0.16%	82
2021 Q1	$1.75M	Buy	12,428 +361	+3%	+$49.9K	0.17%	82
2020 Q4	$1.68M	Buy	+12,067	New	+$1.73M	0.17%	80
2019 Q3	–	Sell	-576	Closed	-$68K	–	327
2019 Q2	$68K	Buy	+576	New	+$68.6K	0.01%	310
2019 Q1	–	Sell	-551	Closed	-$59K	–	317
2018 Q4	$59K	Buy	+551	New	+$60.9K	0.01%	326

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Doyle Wealth Management's DLR Position: Q3 2022 in Review

Doyle Wealth Management increased its Digital Realty Trust (DLR) stake by 2.8% in Q3 2022, buying an estimated $46.5K and bringing the position to 13,699 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #89.

Doyle Wealth Management first reported a position in DLR in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.41M in Q4 2021. 942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

Doyle Wealth Management held 13,699 shares of Digital Realty Trust worth $1.36M as of Q3 2022.
Doyle Wealth Management bought 379 Digital Realty Trust shares in Q3 2022, an estimated $46.5K.
Digital Realty Trust made up 0.12% of Doyle Wealth Management's portfolio in Q3 2022, its #89 holding.
Doyle Wealth Management first reported a position in Digital Realty Trust in Q4 2018 and has held it in 10 quarters since.
Doyle Wealth Management's Digital Realty Trust position peaked at $2.41M in Q4 2021.
942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.