Janiczek Wealth Management’s Digital Realty Trust DLR Stock Holding History

Janiczek Wealth 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
2024 Q2	$305	Hold	2	–	–	﹤0.01%	1026
2024 Q1	$289	Sell	2 -1	-33%	-$141	﹤0.01%	1033
2023 Q4	$404	Buy	+3	New	+$387	﹤0.01%	1013
2022 Q2	–	Sell	-4	Closed	-$1K	–	971
2022 Q1	$1K	Sell	4 -31	-89%	-$4.48K	﹤0.01%	849
2021 Q4	$6K	Sell	35 -7	-17%	-$1.12K	﹤0.01%	661
2021 Q3	$6K	Sell	42 -13	-24%	-$2.04K	﹤0.01%	654
2021 Q2	$8K	Buy	55 +32	+139%	+$4.84K	﹤0.01%	582
2021 Q1	$3K	Sell	23 -10	-30%	-$1.38K	﹤0.01%	695
2020 Q4	$5K	Buy	33 +12	+57%	+$1.72K	﹤0.01%	587
2020 Q3	$3K	Buy	+21	New	+$3.15K	﹤0.01%	432

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Janiczek Wealth Management's DLR Position: Q2 2024 in Review

Janiczek Wealth Management held its Digital Realty Trust (DLR) position steady in Q2 2024 at 2 shares worth $305. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Janiczek Wealth Management first reported a position in DLR in Q3 2020 and has held it in 10 quarters since. The position peaked at $8K in Q2 2021. 1,087 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

Janiczek Wealth Management held 2 shares of Digital Realty Trust worth $305 as of Q2 2024.
Janiczek Wealth Management left its Digital Realty Trust share count unchanged in Q2 2024.
Digital Realty Trust made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1026 holding.
Janiczek Wealth Management first reported a position in Digital Realty Trust in Q3 2020 and has held it in 10 quarters since.
Janiczek Wealth Management's Digital Realty Trust position peaked at $8K in Q2 2021.
1,087 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.