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

Elios 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
2025
Q1 		– Sell
-1,231
Closed -$218K – 111
2024
Q4 		$218K Sell
1,231
-148
-11% -$26.3K 0.1% 108
2024
Q3 		$223K Buy
+1,379
New +$211K 0.1% 108

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Elios Financial Group's DLR Position: Q1 2025 in Review

Elios Financial Group sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 1,231 shares — an estimated $218K sold.

Elios Financial Group first reported a position in DLR in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Elios Financial Group reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Elios Financial Group sold 1,231 Digital Realty Trust shares in Q1 2025, an estimated $218K.
  • Elios Financial Group first reported a position in Digital Realty Trust in Q3 2024 and held it in 2 quarters.
  • Elios Financial Group's Digital Realty Trust position peaked at $223K in Q3 2024.
  • 1,177 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Elios Financial Group's 13F filing for Q1 2025, filed 8 May 2025.