Elk River Wealth Management’s Digital Realty Trust DLR Stock Holding History

Elk River 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
2023 Q1	–	Sell	-20,224	Closed	-$2.05M	–	111
2022 Q4	$2.05M	Sell	20,224 -5,706	-22%	-$582K	0.5%	47
2022 Q3	$2.57M	Buy	25,930 +865	+3%	+$106K	0.68%	43
2022 Q2	$3.25M	Buy	25,065 +718	+3%	+$99.2K	0.82%	39
2022 Q1	$3.45M	Buy	24,347 +2,093	+9%	+$302K	0.75%	43
2021 Q4	$3.96M	Sell	22,254 -472	-2%	-$75.6K	0.9%	37
2021 Q3	$3.28M	Buy	22,726 +766	+3%	+$120K	0.83%	42
2021 Q2	$3.3M	Buy	21,960 +262	+1%	+$39.6K	0.86%	43
2021 Q1	$3.06M	Buy	21,698 +1,424	+7%	+$197K	0.87%	41
2020 Q4	$2.85M	Buy	+20,274	New	+$2.9M	0.94%	38

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Elk River Wealth Management's DLR Position: Q1 2023 in Review

Elk River Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 20,224 shares — an estimated $2.05M sold.

Elk River Wealth Management first reported a position in DLR in Q4 2020 and held it in 9 quarters. The position peaked at $3.96M in Q4 2021. 915 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

Elk River Wealth Management reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
Elk River Wealth Management sold 20,224 Digital Realty Trust shares in Q1 2023, an estimated $2.05M.
Elk River Wealth Management first reported a position in Digital Realty Trust in Q4 2020 and held it in 9 quarters.
Elk River Wealth Management's Digital Realty Trust position peaked at $3.96M in Q4 2021.
915 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Elk River Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.