HighTower Trust’s Digital Realty Trust DLR Stock Holding History

HighTower Trust’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 Q1	$447K	Buy	4,357 +1,323	+44%	+$139K	0.04%	158
2022 Q4	$302K	Buy	+3,034	New	+$310K	0.03%	185

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

HighTower Trust's DLR Position: Q1 2023 in Review

HighTower Trust increased its Digital Realty Trust (DLR) stake by 44% in Q1 2023, buying an estimated $139K and bringing the position to 4,357 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #158.

HighTower Trust first reported a position in DLR in Q4 2022 and has held it in 2 quarters since. 915 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

HighTower Trust held 4,357 shares of Digital Realty Trust worth $447K as of Q1 2023.
HighTower Trust bought 1,323 Digital Realty Trust shares in Q1 2023, an estimated $139K.
Digital Realty Trust made up 0.04% of HighTower Trust's portfolio in Q1 2023, its #158 holding.
HighTower Trust first reported a position in Digital Realty Trust in Q4 2022 and has held it in 2 quarters since.
915 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.