Greenwood Capital Associates’s Digital Realty Trust DLR Stock Holding History

Greenwood Capital Associates’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 Q3	–	Sell	-5,160	Closed	-$900K	–	258
2025 Q2	$900K	Sell	5,160 -4,324	-46%	-$707K	0.11%	148
2025 Q1	$1.36M	Buy	9,484 +1,053	+12%	+$171K	0.18%	110
2024 Q4	$1.5M	Sell	8,431 -301	-3%	-$53.4K	0.2%	98
2024 Q3	$1.41M	Buy	8,732 +109	+1%	+$16.7K	0.18%	104
2024 Q2	$1.31M	Sell	8,623 -67	-0.8%	-$9.62K	0.17%	117
2024 Q1	$1.25M	Buy	8,690 +1,668	+24%	+$236K	0.17%	115
2023 Q4	$945K	Sell	7,022 -15	-0.2%	-$1.94K	0.12%	136
2023 Q3	$852K	Buy	+7,037	New	+$864K	0.12%	150
2021 Q1	–	Sell	-1,719	Closed	-$239K	–	218
2020 Q4	$239K	Buy	+1,719	New	+$246K	0.04%	191
2017 Q4	–	Sell	-23,435	Closed	-$2.77M	–	220
2017 Q3	$2.77M	Buy	+23,435	New	+$2.71M	0.69%	61

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

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

AAMU

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Greenwood Capital Associates's DLR Position: Q3 2025 in Review

Greenwood Capital Associates sold out of Digital Realty Trust (DLR) in Q3 2025, closing a stake of 5,160 shares — an estimated $900K sold.

Greenwood Capital Associates first reported a position in DLR in Q3 2017 and held it in 10 quarters. The position peaked at $2.77M in Q3 2017. 1,218 funds tracked by Wall St. Rank hold DLR as of Q3 2025.

Greenwood Capital Associates reported no remaining Digital Realty Trust position as of Q3 2025 after selling out during the quarter.
Greenwood Capital Associates sold 5,160 Digital Realty Trust shares in Q3 2025, an estimated $900K.
Greenwood Capital Associates first reported a position in Digital Realty Trust in Q3 2017 and held it in 10 quarters.
Greenwood Capital Associates's Digital Realty Trust position peaked at $2.77M in Q3 2017.
1,218 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2025.

Based on Greenwood Capital Associates's 13F filing for Q3 2025, filed 16 Oct 2025.