Heritage Wealth Management (Arizona)’s Digital Realty Trust DLR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$173K	Buy	1,730 +865	+100%	+$88.3K	0.02%	347
2022 Q3	$86K	Hold	865	–	–	0.03%	338
2022 Q2	$112K	Hold	865	–	–	0.04%	318
2022 Q1	$123K	Buy	+865	New	+$125K	0.03%	340
2021 Q3	$133K	Buy	918 +85	+10%	+$13.3K	0.05%	289
2021 Q2	$125K	Hold	833	–	–	0.05%	302
2021 Q1	$117K	Buy	+833	New	+$115K	0.07%	230

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DLR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Digital Realty Trust (DLR) stake by 100% in Q4 2022, buying an estimated $88.3K and bringing the position to 1,730 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #347.

Heritage Wealth Management (Arizona) first reported a position in DLR in Q1 2021 and has held it in 7 quarters since. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,730 shares of Digital Realty Trust worth $173K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 865 Digital Realty Trust shares in Q4 2022, an estimated $88.3K.
Digital Realty Trust made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #347 holding.
Heritage Wealth Management (Arizona) first reported a position in Digital Realty Trust in Q1 2021 and has held it in 7 quarters since.
964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.