Iams Wealth Management’s Digital Realty Trust DLR Stock Holding History

Iams Wealth Management’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
2025 Q2	–	Sell	-2,200	Closed	-$315K	–	171
2025 Q1	$315K	Hold	2,200	–	–	0.14%	136
2024 Q4	$390K	Sell	2,200 -12	-0.5%	-$2.13K	0.18%	122
2024 Q3	$358K	Hold	2,212	–	–	0.18%	116
2024 Q2	$336K	Buy	+2,212	New	+$318K	0.18%	110

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Iams Wealth Management's DLR Position: Q2 2025 in Review

Iams Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 2,200 shares — an estimated $315K sold.

Iams Wealth Management first reported a position in DLR in Q2 2024 and held it in 4 quarters. The position peaked at $390K in Q4 2024. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

Iams Wealth Management reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 2,200 Digital Realty Trust shares in Q2 2025, an estimated $315K.
Iams Wealth Management first reported a position in Digital Realty Trust in Q2 2024 and held it in 4 quarters.
Iams Wealth Management's Digital Realty Trust position peaked at $390K in Q4 2024.
1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.