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Evelyn Partners Asset Management’s Digital Realty Trust DLR Stock Holding History

Evelyn Partners Asset 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
2025
Q1 		– Sell
-28
Closed -$4.96K – 249
2024
Q4 		$4.96K Buy
+28
New +$4.97K ﹤0.01% 219

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AAMU
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Bank of America
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JP Morgan Chase
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Canada Pension Plan Investment Board
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Evelyn Partners Asset Management's DLR Position: Q1 2025 in Review

Evelyn Partners Asset Management sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 28 shares — an estimated $4.96K sold.

Evelyn Partners Asset Management first reported a position in DLR in Q4 2024 and held it in 1 quarter. The position peaked at $4.96K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Evelyn Partners Asset Management reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 28 Digital Realty Trust shares in Q1 2025, an estimated $4.96K.
  • Evelyn Partners Asset Management first reported a position in Digital Realty Trust in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Asset Management's Digital Realty Trust position peaked at $4.96K in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2025, filed 4 Aug 2025.