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Householder Group Estate & Retirement Specialist’s Digital Realty Trust DLR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$28K Sell
160
-32
-17% -$5.68K 0.02% 255
2024
Q3 		$31K Buy
192
+1
+0.5% +$153 0.01% 581
2024
Q2 		$29K Buy
191
+34
+22% +$4.88K 0.01% 584
2024
Q1 		$22.7K Sell
157
-7
-4% -$989 0.01% 655
2023
Q4 		$22K Hold
164
– – 0.01% 620
2023
Q3 		$19.9K Buy
+164
New +$20.1K 0.01% 647

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DLR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Digital Realty Trust (DLR) stake by 17% in Q4 2024, selling an estimated $5.68K and leaving 160 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #255.

Householder Group Estate & Retirement Specialist first reported a position in DLR in Q3 2023 and has held it in 6 quarters since. The position peaked at $31K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 160 shares of Digital Realty Trust worth $28K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 32 Digital Realty Trust shares in Q4 2024, an estimated $5.68K.
  • Digital Realty Trust made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #255 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Digital Realty Trust in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's Digital Realty Trust position peaked at $31K in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.