First Capital Advisors Group’s Digital Realty Trust DLR Stock Holding History

First Capital Advisors Group’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 Q2	$23.9K	Buy	+210	New	+$20.8K	0.01%	394
2018 Q2	–	Sell	-415	Closed	-$44K	–	316
2018 Q1	$44K	Buy	+415	New	+$43.8K	0.03%	288
2017 Q4	–	Sell	-1,998	Closed	-$236K	–	172
2017 Q3	$236K	Buy	+1,998	New	+$231K	0.16%	135

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Capital Advisors Group's DLR Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Digital Realty Trust (DLR) in Q2 2023: 210 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in DLR as recently as Q1 2018.

First Capital Advisors Group first reported a position in DLR in Q3 2017 and has held it in 3 quarters since. The position peaked at $236K in Q3 2017. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

First Capital Advisors Group held 210 shares of Digital Realty Trust worth $23.9K as of Q2 2023.
Digital Realty Trust was a new First Capital Advisors Group position in Q2 2023.
Digital Realty Trust made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #394 holding.
First Capital Advisors Group first reported a position in Digital Realty Trust in Q3 2017 and has held it in 3 quarters since.
First Capital Advisors Group's Digital Realty Trust position peaked at $236K in Q3 2017.
922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.