JNBA Financial Advisors’s Digital Realty Trust DLR Stock Holding History

JNBA Financial 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
2023 Q2	–	Sell	-39	Closed	-$3.83K	–	716
2023 Q1	$3.83K	Buy	+39	New	+$4.11K	﹤0.01%	577
2020 Q3	–	Sell	-70	Closed	-$10K	–	577
2020 Q2	$10K	Hold	70	–	–	﹤0.01%	403
2020 Q1	$10K	Hold	70	–	–	﹤0.01%	377
2019 Q4	$8K	Hold	70	–	–	﹤0.01%	456
2019 Q3	$9K	Hold	70	–	–	﹤0.01%	418
2019 Q2	$8K	Hold	70	–	–	﹤0.01%	451
2019 Q1	$8K	Hold	70	–	–	﹤0.01%	416
2018 Q4	$7K	Buy	+70	New	+$7.74K	﹤0.01%	402
2018 Q3	–	Sell	-70	Closed	-$8K	–	544
2018 Q2	$8K	Hold	70	–	–	﹤0.01%	414
2018 Q1	$7K	Buy	+70	New	+$7.39K	﹤0.01%	403
2017 Q2	–	Sell	-66	Closed	-$7K	–	453
2017 Q1	$7K	Hold	66	–	–	﹤0.01%	380
2016 Q4	$6K	Buy	+66	New	+$6.13K	﹤0.01%	393
2016 Q3	–	Sell	-66	Closed	-$7K	–	1601
2016 Q2	$7K	Hold	66	–	–	﹤0.01%	368
2016 Q1	$6K	Hold	66	–	–	﹤0.01%	396
2015 Q4	$5K	Buy	+66	New	+$4.76K	﹤0.01%	399

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

JNBA Financial Advisors's DLR Position: Q2 2023 in Review

JNBA Financial Advisors sold out of Digital Realty Trust (DLR) in Q2 2023, closing a stake of 39 shares — an estimated $3.83K sold.

JNBA Financial Advisors first reported a position in DLR in Q4 2015 and held it in 15 quarters. The position peaked at $10K in Q2 2020. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

JNBA Financial Advisors reported no remaining Digital Realty Trust position as of Q2 2023 after selling out during the quarter.
JNBA Financial Advisors sold 39 Digital Realty Trust shares in Q2 2023, an estimated $3.83K.
JNBA Financial Advisors first reported a position in Digital Realty Trust in Q4 2015 and held it in 15 quarters.
JNBA Financial Advisors's Digital Realty Trust position peaked at $10K in Q2 2020.
922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on JNBA Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.