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GDS Wealth Management’s Digital Realty Trust DLR Stock Holding History

GDS Wealth 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
2024
Q1 		– Sell
-1,553
Closed -$209K – 138
2023
Q4 		$209K Buy
+1,553
New +$201K 0.03% 126
2023
Q1 		– Sell
-2,599
Closed -$261K – 111
2022
Q4 		$261K Sell
2,599
-574
-18% -$58.6K 0.05% 106
2022
Q3 		$315K Sell
3,173
-22
-0.7% -$2.7K 0.07% 88
2022
Q2 		$415K Hold
3,195
– – 0.09% 79
2022
Q1 		$463K Buy
3,195
+16
+0.5% +$2.31K 0.1% 80
2021
Q4 		$562K Buy
+3,179
New +$509K 0.13% 72

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GDS Wealth Management's DLR Position: Q1 2024 in Review

GDS Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2024, closing a stake of 1,553 shares — an estimated $209K sold.

GDS Wealth Management first reported a position in DLR in Q4 2021 and held it in 6 quarters. The position peaked at $562K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold DLR as of Q1 2024.

  • GDS Wealth Management reported no remaining Digital Realty Trust position as of Q1 2024 after selling out during the quarter.
  • GDS Wealth Management sold 1,553 Digital Realty Trust shares in Q1 2024, an estimated $209K.
  • GDS Wealth Management first reported a position in Digital Realty Trust in Q4 2021 and held it in 6 quarters.
  • GDS Wealth Management's Digital Realty Trust position peaked at $562K in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2024.

Based on GDS Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.