IFG Advisory’s Digital Realty Trust DLR Stock Holding History

IFG Advisory’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 Q1	–	Sell	-1,246	Closed	-$221K	–	690
2024 Q4	$221K	Buy	+1,246	New	+$221K	0.01%	620
2024 Q3	–	Sell	-1,605	Closed	-$244K	–	441
2024 Q2	$244K	Buy	+1,605	New	+$230K	0.02%	551
2024 Q1	–	Sell	-1,616	Closed	-$217K	–	420
2023 Q4	$217K	Sell	1,616 -44	-3%	-$5.68K	0.02%	542
2023 Q3	$201K	Buy	+1,660	New	+$204K	0.02%	522
2022 Q3	–	Sell	-2,277	Closed	-$295K	–	522
2022 Q2	$295K	Sell	2,277 -99	-4%	-$13.7K	0.03%	384
2022 Q1	$337K	Buy	2,376 +139	+6%	+$20.1K	0.03%	375
2021 Q4	$395K	Hold	2,237	–	–	0.04%	348
2021 Q3	$323K	Buy	2,237 +12	+0.5%	+$1.88K	0.03%	387
2021 Q2	$334K	Buy	2,225 +552	+33%	+$83.4K	0.04%	369
2021 Q1	$235K	Buy	1,673 +22	+1%	+$3.04K	0.03%	438
2020 Q4	$230K	Buy	+1,651	New	+$236K	0.03%	409

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

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

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

IFG Advisory's DLR Position: Q1 2025 in Review

IFG Advisory sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 1,246 shares — an estimated $221K sold.

IFG Advisory first reported a position in DLR in Q4 2020 and held it in 11 quarters. The position peaked at $395K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

IFG Advisory reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
IFG Advisory sold 1,246 Digital Realty Trust shares in Q1 2025, an estimated $221K.
IFG Advisory first reported a position in Digital Realty Trust in Q4 2020 and held it in 11 quarters.
IFG Advisory's Digital Realty Trust position peaked at $395K in Q4 2021.
1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on IFG Advisory's 13F filing for Q1 2025, filed 8 May 2025.