Hall Private Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Hall Private Wealth Advisors’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
2023 Q3	$12.6M	Buy	104,297 +940	+0.9%	+$115K	8.48%	3
2023 Q2	$11.8M	Buy	103,357 +27,258	+36%	+$2.7M	6.36%	3
2023 Q1	$7.48M	Buy	76,099 +10,740	+16%	+$1.13M	3.9%	11
2022 Q4	$6.55M	Buy	65,359 +11,936	+22%	+$1.22M	3.73%	11
2022 Q3	$5.3M	Buy	53,423 +10,458	+24%	+$1.28M	3.05%	15
2022 Q2	$5.58M	Buy	42,965 +31,759	+283%	+$4.39M	3.13%	14
2022 Q1	$1.59M	Buy	11,206 +9,806	+700%	+$1.42M	0.85%	25
2021 Q4	$248K	Hold	1,400	–	–	0.15%	41
2021 Q3	$202K	Hold	1,400	–	–	0.13%	46
2021 Q2	$211K	Buy	+1,400	New	+$212K	0.14%	49

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Hall Private Wealth Advisors's DLR Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Digital Realty Trust (DLR) stake by 0.91% in Q3 2023, buying an estimated $115K and bringing the position to 104,297 shares worth $12.6M. The position accounts for 8.48% of the portfolio, ranked #3.

Hall Private Wealth Advisors first reported a position in DLR in Q2 2021 and has held it in 10 quarters since. 947 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

Hall Private Wealth Advisors held 104,297 shares of Digital Realty Trust worth $12.6M as of Q3 2023.
Hall Private Wealth Advisors bought 940 Digital Realty Trust shares in Q3 2023, an estimated $115K.
Digital Realty Trust made up 8.48% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #3 holding.
Hall Private Wealth Advisors first reported a position in Digital Realty Trust in Q2 2021 and has held it in 10 quarters since.
947 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.