Gradient Investments’s Digital Realty Trust DLR Stock Holding History

Gradient Investments’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 Q3	–	Sell	-177	Closed	-$26.9K	–	553
2024 Q2	$26.9K	Buy	177 +76	+75%	+$10.9K	﹤0.01%	593
2024 Q1	$14.5K	Sell	101 -191	-65%	-$27K	﹤0.01%	596
2023 Q4	$39.2K	Sell	292 -4	-1%	-$517	﹤0.01%	594
2023 Q3	$35.8K	Sell	296 -1	-0.3%	-$123	﹤0.01%	572
2023 Q2	$33.8K	Sell	297 -373	-56%	-$36.9K	﹤0.01%	583
2023 Q1	$65.9K	Sell	670 -140,929	-100%	-$14.9M	﹤0.01%	441
2022 Q4	$14.2M	Buy	141,599 +29,141	+26%	+$2.97M	0.45%	76
2022 Q3	$11.2M	Buy	112,458 +13,012	+13%	+$1.6M	0.34%	91
2022 Q2	$12.9M	Buy	99,446 +4,126	+4%	+$570K	0.38%	67
2022 Q1	$13.5M	Buy	95,320 +16,760	+21%	+$2.42M	0.35%	80
2021 Q4	$13.9M	Buy	78,560 +2,718	+4%	+$435K	0.35%	74
2021 Q3	$11M	Buy	75,842 +480	+0.6%	+$75.3K	0.31%	107
2021 Q2	$11.3M	Buy	75,362 +2,387	+3%	+$361K	0.33%	91
2021 Q1	$10.3M	Buy	72,975 +13,532	+23%	+$1.87M	0.33%	88
2020 Q4	$8.72M	Sell	59,443 -845	-1%	-$121K	0.37%	79
2020 Q3	$8.85M	Sell	60,288 -464	-0.8%	-$69.5K	0.37%	79
2020 Q2	$8.63M	Sell	60,752 -14,209	-19%	-$2.01M	0.39%	77
2020 Q1	$10.4M	Sell	74,961 -3,439	-4%	-$437K	0.56%	43
2019 Q4	$9.39M	Buy	78,400 +5,921	+8%	+$729K	0.42%	76
2019 Q3	$9.41M	Sell	72,479 -1,826	-2%	-$222K	0.46%	58
2019 Q2	$8.75M	Buy	74,305 +9,763	+15%	+$1.16M	0.45%	64
2019 Q1	$7.68M	Buy	64,542 +64,471	+90,804%	+$7.19M	0.5%	56
2018 Q4	$8K	Sell	71 -76	-52%	-$8.4K	﹤0.01%	622
2018 Q3	$17K	Sell	147 -80	-35%	-$9.58K	﹤0.01%	528
2018 Q2	$25K	Buy	227 +60	+36%	+$6.37K	﹤0.01%	444
2018 Q1	$18K	Buy	167 +154	+1,185%	+$16.2K	﹤0.01%	493
2017 Q4	$1K	Buy	+13	New	+$1.53K	﹤0.01%	886
2017 Q3	–	Sell	-11	Closed	-$1K	–	346
2017 Q2	$1K	Hold	11	–	–	﹤0.01%	723
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	708
2016 Q4	$1K	Hold	11	–	–	﹤0.01%	664
2016 Q3	$1K	Hold	11	–	–	﹤0.01%	641
2016 Q2	$1K	Sell	11 -108	-91%	-$10.3K	﹤0.01%	645
2016 Q1	$11K	Buy	119 +108	+982%	+$8.75K	﹤0.01%	422
2015 Q4	$1K	Hold	11	–	–	﹤0.01%	623
2015 Q3	$1K	Hold	11	–	–	﹤0.01%	534
2015 Q2	$1K	Hold	11	–	–	﹤0.01%	561
2015 Q1	$1K	Hold	11	–	–	﹤0.01%	573
2014 Q4	$1K	Hold	11	–	–	﹤0.01%	515
2014 Q3	$1K	Hold	11	–	–	﹤0.01%	439
2014 Q2	$1K	Sell	11 -345	-97%	-$19.3K	﹤0.01%	457
2014 Q1	$19K	Sell	356 -6	-2%	-$312	﹤0.01%	289
2013 Q4	$18K	Sell	362 -25,682	-99%	-$1.28M	﹤0.01%	317
2013 Q3	$1.38M	Buy	26,044 +8,076	+45%	+$459K	0.44%	73
2013 Q2	$1.1M	Buy	+17,968	New	+$1.17M	0.41%	78

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Gradient Investments's DLR Position: Q3 2024 in Review

Gradient Investments sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 177 shares — an estimated $26.9K sold.

Gradient Investments first reported a position in DLR in Q2 2013 and held it in 44 quarters. The position peaked at $14.2M in Q4 2022. 1,110 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

Gradient Investments reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 177 Digital Realty Trust shares in Q3 2024, an estimated $26.9K.
Gradient Investments first reported a position in Digital Realty Trust in Q2 2013 and held it in 44 quarters.
Gradient Investments's Digital Realty Trust position peaked at $14.2M in Q4 2022.
1,110 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.