Institutional & Family Asset Management’s Digital Realty Trust DLR Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-13	Closed	-$1K	–	741
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	626
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	590
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	640
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	658
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	767
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	814
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	785
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	755
2020 Q3	$2K	Sell	13 -31	-70%	-$4.64K	﹤0.01%	685
2020 Q2	$6K	Sell	44 -18	-29%	-$2.55K	﹤0.01%	551
2020 Q1	$9K	Buy	62 +31	+100%	+$3.94K	﹤0.01%	465
2019 Q4	$4K	Sell	31 -305	-91%	-$37.5K	﹤0.01%	614
2019 Q3	$44K	Buy	336 +148	+79%	+$18K	0.01%	305
2019 Q2	$22K	Hold	188	–	–	﹤0.01%	411
2019 Q1	$22K	Sell	188 -1,103	-85%	-$123K	﹤0.01%	418
2018 Q4	$138K	Buy	1,291 +689	+114%	+$76.1K	0.03%	193
2018 Q3	$68K	Sell	602 -135	-18%	-$16.2K	0.01%	324
2018 Q2	$82K	Sell	737 -250	-25%	-$26.5K	0.02%	299
2018 Q1	$104K	Sell	987 -841	-46%	-$88.7K	0.02%	236
2017 Q4	$208K	Buy	+1,828	New	+$215K	0.04%	161
2016 Q3	–	Sell	-2,191	Closed	-$239K	–	118
2016 Q2	$239K	Buy	+2,191	New	+$208K	0.08%	107

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's DLR Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Digital Realty Trust (DLR) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in DLR in Q2 2016 and held it in 21 quarters. The position peaked at $239K in Q2 2016. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

Institutional & Family Asset Management reported no remaining Digital Realty Trust position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 13 Digital Realty Trust shares in Q4 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in Digital Realty Trust in Q2 2016 and held it in 21 quarters.
Institutional & Family Asset Management's Digital Realty Trust position peaked at $239K in Q2 2016.
964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.