Freestone Capital Holdings’s Digital Realty Trust DLR Stock Holding History

Freestone Capital Holdings’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	-1,290	Closed	-$229K	–	454
2024 Q4	$229K	Sell	1,290 -289	-18%	-$51.3K	0.01%	397
2024 Q3	$256K	Buy	+1,579	New	+$242K	0.01%	379
2022 Q2	–	Sell	-2,141	Closed	-$304K	–	474
2022 Q1	$304K	Buy	2,141 +555	+35%	+$80.2K	0.01%	465
2021 Q4	$281K	Buy	+1,586	New	+$254K	0.01%	417
2021 Q1	–	Sell	-369	Closed	-$51.5K	–	568
2020 Q4	$51.5K	Hold	369	–	–	﹤0.01%	561
2020 Q3	$54.2K	Buy	+369	New	+$55.3K	﹤0.01%	480
2013 Q4	–	Sell	-28,200	Closed	-$1.97M	–	314
2013 Q3	$1.97M	Buy	+28,200	New	+$1.6M	0.35%	50

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Freestone Capital Holdings's DLR Position: Q1 2025 in Review

Freestone Capital Holdings sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 1,290 shares — an estimated $229K sold.

Freestone Capital Holdings first reported a position in DLR in Q3 2013 and held it in 7 quarters. The position peaked at $1.97M in Q3 2013. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

Freestone Capital Holdings reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
Freestone Capital Holdings sold 1,290 Digital Realty Trust shares in Q1 2025, an estimated $229K.
Freestone Capital Holdings first reported a position in Digital Realty Trust in Q3 2013 and held it in 7 quarters.
Freestone Capital Holdings's Digital Realty Trust position peaked at $1.97M in Q3 2013.
1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Freestone Capital Holdings's 13F filing for Q1 2025, filed 13 May 2025.