Impact Partnership Wealth’s Digital Realty Trust DLR Stock Holding History

Impact Partnership Wealth’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 Q4	–	Sell	-19	Closed	-$2.3K	–	896
2023 Q3	$2.3K	Buy	+19	New	+$2.33K	﹤0.01%	815

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Impact Partnership Wealth's DLR Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Digital Realty Trust (DLR) in Q4 2023, closing a stake of 19 shares — an estimated $2.3K sold.

Impact Partnership Wealth first reported a position in DLR in Q3 2023 and held it in 1 quarter. The position peaked at $2.3K in Q3 2023. 1,038 funds tracked by Wall St. Rank hold DLR as of Q4 2023.

Impact Partnership Wealth reported no remaining Digital Realty Trust position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 19 Digital Realty Trust shares in Q4 2023, an estimated $2.3K.
Impact Partnership Wealth first reported a position in Digital Realty Trust in Q3 2023 and held it in 1 quarter.
Impact Partnership Wealth's Digital Realty Trust position peaked at $2.3K in Q3 2023.
1,038 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.