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GYL Financial Synergies’s Digital Realty Trust DLR Stock Holding History

GYL Financial Synergies’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 		$2.15M Sell
13,307
-308
-2% -$47.2K 0.16% 119
2024
Q2 		$2.07M Buy
13,615
+1
+0% +$144 0.16% 116
2024
Q1 		$1.96M Sell
13,614
-1,173
-8% -$166K 0.15% 125
2023
Q4 		$1.99M Sell
14,787
-684
-4% -$88.3K 0.16% 125
2023
Q3 		$1.87M Sell
15,471
-1,701
-10% -$209K 0.18% 117
2023
Q2 		$1.96M Buy
+17,172
New +$1.7M 0.18% 113

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

GYL Financial Synergies's DLR Position: Q3 2024 in Review

GYL Financial Synergies reduced its Digital Realty Trust (DLR) stake by 2.3% in Q3 2024, selling an estimated $47.2K and leaving 13,307 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #119.

GYL Financial Synergies first reported a position in DLR in Q2 2023 and has held it in 6 quarters since. 1,114 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

  • GYL Financial Synergies held 13,307 shares of Digital Realty Trust worth $2.15M as of Q3 2024.
  • GYL Financial Synergies sold 308 Digital Realty Trust shares in Q3 2024, an estimated $47.2K.
  • Digital Realty Trust made up 0.16% of GYL Financial Synergies's portfolio in Q3 2024, its #119 holding.
  • GYL Financial Synergies first reported a position in Digital Realty Trust in Q2 2023 and has held it in 6 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.