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Indie Asset Partners’s Digital Realty Trust DLR Stock Holding History

Indie Asset Partners’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
Q1 		– Sell
-1,840
Closed -$248K – 91
2023
Q4 		$248K Sell
1,840
-148
-7% -$19.1K 0.22% 66
2023
Q3 		$241K Buy
1,988
+1
+0.1% +$123 0.24% 59
2023
Q2 		$226K Sell
1,987
-78
-4% -$7.72K 0.25% 66
2023
Q1 		$203K Sell
2,065
-350
-14% -$36.9K 0.24% 77
2022
Q4 		$242K Sell
2,415
-550
-19% -$56.1K 0.27% 69
2022
Q3 		$294K Sell
2,965
-75
-2% -$9.2K 0.3% 60
2022
Q2 		$395K Sell
3,040
-225
-7% -$31.1K 0.35% 53
2022
Q1 		$463K Buy
3,265
+350
+12% +$50.6K 0.35% 55
2021
Q4 		$516K Sell
2,915
-75
-3% -$12K 0.37% 47
2021
Q3 		$432K Sell
2,990
-534
-15% -$83.8K 0.35% 62
2021
Q2 		$530K Sell
3,524
-380
-10% -$57.4K 0.43% 50
2021
Q1 		$550K Buy
3,904
+466
+14% +$64.4K 0.63% 40
2020
Q4 		$480K Buy
+3,438
New +$492K 0.56% 47
2020
Q1 		– Sell
-2,048
Closed -$245K – 88
2019
Q4 		$245K Buy
+2,048
New +$252K 0.26% 73

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Indie Asset Partners's DLR Position: Q1 2024 in Review

Indie Asset Partners sold out of Digital Realty Trust (DLR) in Q1 2024, closing a stake of 1,840 shares — an estimated $248K sold.

Indie Asset Partners first reported a position in DLR in Q4 2019 and held it in 14 quarters. The position peaked at $550K in Q1 2021. 1,046 funds tracked by Wall St. Rank hold DLR as of Q1 2024.

  • Indie Asset Partners reported no remaining Digital Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Indie Asset Partners sold 1,840 Digital Realty Trust shares in Q1 2024, an estimated $248K.
  • Indie Asset Partners first reported a position in Digital Realty Trust in Q4 2019 and held it in 14 quarters.
  • Indie Asset Partners's Digital Realty Trust position peaked at $550K in Q1 2021.
  • 1,046 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2024.

Based on Indie Asset Partners's 13F filing for Q1 2024, filed 10 May 2024.