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Financial Advocates Investment Management’s Digital Realty Trust DLR Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-3,338
Closed -$478K – 658
2025
Q1 		$478K Sell
3,338
-1,309
-28% -$213K 0.03% 434
2024
Q4 		$824K Buy
+4,647
New +$824K 0.05% 343

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 $57.6B AUM 8.03% 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's DLR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 3,338 shares — an estimated $478K sold.

Financial Advocates Investment Management first reported a position in DLR in Q4 2024 and held it in 2 quarters. The position peaked at $824K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,338 Digital Realty Trust shares in Q2 2025, an estimated $478K.
  • Financial Advocates Investment Management first reported a position in Digital Realty Trust in Q4 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's Digital Realty Trust position peaked at $824K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.