Financial Advisors Network’s Digital Realty Trust DLR Stock Holding History

Financial Advisors Network’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 Q4	$221K	Sell	1,639 -33	-2%	-$4.26K	0.04%	166
2023 Q3	$202K	Buy	+1,672	New	+$205K	0.05%	155
2017 Q1	–	Sell	-151	Closed	-$16.1K	–	186
2016 Q4	$16.1K	Buy	+151	New	+$14K	0.01%	217

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Advisors Network's DLR Position: Q4 2023 in Review

Financial Advisors Network reduced its Digital Realty Trust (DLR) stake by 2% in Q4 2023, selling an estimated $4.26K and leaving 1,639 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #166.

Financial Advisors Network first reported a position in DLR in Q4 2016 and has held it in 3 quarters since. 1,038 funds tracked by Wall St. Rank hold DLR as of Q4 2023.

Financial Advisors Network held 1,639 shares of Digital Realty Trust worth $221K as of Q4 2023.
Financial Advisors Network sold 33 Digital Realty Trust shares in Q4 2023, an estimated $4.26K.
Digital Realty Trust made up 0.04% of Financial Advisors Network's portfolio in Q4 2023, its #166 holding.
Financial Advisors Network first reported a position in Digital Realty Trust in Q4 2016 and has held it in 3 quarters since.
1,038 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2023.

Based on Financial Advisors Network's 13F filing for Q4 2023, filed 9 Feb 2024.