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

EPG 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
2024
Q2 		– Sell
-4,340
Closed -$623K – 148
2024
Q1 		$625K Buy
4,340
+46
+1% +$6.5K 0.15% 153
2023
Q4 		$611K Buy
4,294
+78
+2% +$10.1K 0.16% 147
2023
Q3 		$510K Sell
4,216
-604
-13% -$74.2K 0.15% 146
2023
Q2 		$549K Sell
4,820
-171
-3% -$16.9K 0.16% 141
2023
Q1 		$491K Buy
4,991
+2,551
+105% +$269K 0.15% 142
2022
Q4 		$245K Buy
2,440
+150
+7% +$15.3K 0.09% 183
2022
Q3 		$227K Buy
2,290
+266
+13% +$32.6K 0.09% 187
2022
Q2 		$263K Buy
2,024
+13
+0.6% +$1.8K 0.11% 172
2022
Q1 		$285K Buy
2,011
+171
+9% +$24.7K 0.1% 182
2021
Q4 		$326K Buy
1,840
+103
+6% +$16.5K 0.11% 160
2021
Q3 		$251K Buy
1,737
+93
+6% +$14.6K 0.1% 179
2021
Q2 		$247K Buy
+1,644
New +$248K 0.1% 173
2020
Q2 		– Sell
-606
Closed -$84K – 285
2020
Q1 		$84K Buy
606
+107
+21% +$13.6K 0.06% 197
2019
Q4 		$60K Buy
+499
New +$61.4K 0.04% 211

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

EPG Wealth Management's DLR Position: Q2 2024 in Review

EPG Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2024, closing a stake of 4,340 shares — an estimated $623K sold.

EPG Wealth Management first reported a position in DLR in Q4 2019 and held it in 14 quarters. The position peaked at $625K in Q1 2024. 1,087 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

  • EPG Wealth Management reported no remaining Digital Realty Trust position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 4,340 Digital Realty Trust shares in Q2 2024, an estimated $623K.
  • EPG Wealth Management first reported a position in Digital Realty Trust in Q4 2019 and held it in 14 quarters.
  • EPG Wealth Management's Digital Realty Trust position peaked at $625K in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.