J.W. Coons Advisors’s Digital Realty Trust DLR Stock Holding History

J.W. Coons Advisors’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 Q2	$594K	Hold	3,408	–	–	0.13%	142
2025 Q1	$488K	Hold	3,408	–	–	0.13%	146
2024 Q4	$604K	Hold	3,408	–	–	0.16%	128
2024 Q3	$552K	Hold	3,408	–	–	0.14%	139
2024 Q2	$518K	Hold	3,408	–	–	0.13%	140
2024 Q1	$491K	Hold	3,408	–	–	0.11%	148
2023 Q4	$459K	Hold	3,408	–	–	0.12%	143
2023 Q3	$412K	Sell	3,408 -500	-13%	-$61.4K	0.12%	148
2023 Q2	$445K	Hold	3,908	–	–	0.12%	145
2023 Q1	$384K	Hold	3,908	–	–	0.11%	166
2022 Q4	$392K	Sell	3,908 -60	-2%	-$6.12K	0.12%	157
2022 Q3	$394K	Hold	3,968	–	–	0.15%	148
2022 Q2	$516K	Buy	+3,968	New	+$548K	0.18%	135
2022 Q1	–	Sell	-3,568	Closed	-$630K	–	266
2021 Q4	$630K	Hold	3,568	–	–	0.19%	130
2021 Q3	$514K	Hold	3,568	–	–	0.18%	139
2021 Q2	$536K	Hold	3,568	–	–	0.19%	131
2021 Q1	$501K	Hold	3,568	–	–	0.18%	139
2020 Q4	$499K	Sell	3,568 -500	-12%	-$71.5K	0.19%	124
2020 Q3	$551K	Buy	4,068 +500	+14%	+$74.9K	0.23%	116
2020 Q2	$506K	Hold	3,568	–	–	0.22%	114
2020 Q1	$495K	Buy	+3,568	New	+$454K	0.26%	103

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

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

AAMU

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

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

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

J.W. Coons Advisors's DLR Position: Q2 2025 in Review

J.W. Coons Advisors held its Digital Realty Trust (DLR) position steady in Q2 2025 at 3,408 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #142.

J.W. Coons Advisors first reported a position in DLR in Q1 2020 and has held it in 21 quarters since. The position peaked at $630K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

J.W. Coons Advisors held 3,408 shares of Digital Realty Trust worth $594K as of Q2 2025.
J.W. Coons Advisors left its Digital Realty Trust share count unchanged in Q2 2025.
Digital Realty Trust made up 0.13% of J.W. Coons Advisors's portfolio in Q2 2025, its #142 holding.
J.W. Coons Advisors first reported a position in Digital Realty Trust in Q1 2020 and has held it in 21 quarters since.
J.W. Coons Advisors's Digital Realty Trust position peaked at $630K in Q4 2021.
1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.