Insight Folios’s Digital Realty Trust DLR Stock Holding History

Insight Folios’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 Q2	–	Sell	-2,204	Closed	-$217K	–	118
2023 Q1	$217K	Buy	2,204 +1	+0%	+$105	0.1%	106
2022 Q4	$221K	Sell	2,203 -54	-2%	-$5.51K	0.1%	103
2022 Q3	$224K	Sell	2,257 -91	-4%	-$11.2K	0.11%	100
2022 Q2	$305K	Buy	2,348 +50	+2%	+$6.91K	0.15%	85
2022 Q1	$326K	Buy	2,298 +425	+23%	+$61.4K	0.15%	93
2021 Q4	$331K	Buy	1,873 +156	+9%	+$25K	0.16%	91
2021 Q3	$248K	Buy	+1,717	New	+$269K	0.14%	106

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Insight Folios's DLR Position: Q2 2023 in Review

Insight Folios sold out of Digital Realty Trust (DLR) in Q2 2023, closing a stake of 2,204 shares — an estimated $217K sold.

Insight Folios first reported a position in DLR in Q3 2021 and held it in 7 quarters. The position peaked at $331K in Q4 2021. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

Insight Folios reported no remaining Digital Realty Trust position as of Q2 2023 after selling out during the quarter.
Insight Folios sold 2,204 Digital Realty Trust shares in Q2 2023, an estimated $217K.
Insight Folios first reported a position in Digital Realty Trust in Q3 2021 and held it in 7 quarters.
Insight Folios's Digital Realty Trust position peaked at $331K in Q4 2021.
922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on Insight Folios's 13F filing for Q2 2023, filed 21 Jul 2023.