JMPWA
DLR icon

JP Morgan Private Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

JP Morgan Private Wealth 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
Q3 		$34.6M Buy
+285,583
New +$35.1M 0.1% 203
2023
Q2 		– Sell
-302,747
Closed -$29.8M – 1592
2023
Q1 		$29.8M Buy
302,747
+3,594
+1% +$379K 0.06% 259
2022
Q4 		$30M Sell
299,153
-36,671
-11% -$3.74M 0.07% 252
2022
Q3 		$33.3M Sell
335,824
-452,073
-57% -$55.4M 0.09% 210
2022
Q2 		$102M Buy
787,897
+6,602
+0.8% +$912K 0.26% 93
2022
Q1 		$111M Buy
781,295
+38,779
+5% +$5.6M 0.24% 100
2021
Q4 		$131M Buy
742,516
+16,074
+2% +$2.57M 0.28% 88
2021
Q3 		$105M Buy
726,442
+32,122
+5% +$5.04M 0.26% 93
2021
Q2 		$104M Buy
694,320
+115,791
+20% +$17.5M 0.27% 90
2021
Q1 		$81.5M Sell
578,529
-53,518
-8% -$7.4M 0.26% 98
2020
Q4 		$88.2M Buy
632,047
+50,174
+9% +$7.18M 0.29% 81
2020
Q3 		$85.4M Buy
581,873
+122,517
+27% +$18.4M 0.33% 72
2020
Q2 		$65.3M Buy
459,356
+4,595
+1% +$651K 0.3% 89
2020
Q1 		$63.2M Sell
454,761
-4,548
-1% -$578K 0.36% 73
2019
Q4 		$55M Buy
459,309
+20,458
+5% +$2.52M 0.25% 104
2019
Q3 		$57M Buy
438,851
+1,937
+0.4% +$236K 0.3% 87
2019
Q2 		$51.5M Sell
436,914
-8,197
-2% -$976K 0.28% 92
2019
Q1 		$53M Buy
445,111
+9,190
+2% +$1.03M 0.28% 92
2018
Q4 		$46.4M Sell
435,921
-10,381
-2% -$1.15M 0.28% 88
2018
Q3 		$50.2M Buy
446,302
+29,771
+7% +$3.56M 0.25% 95
2018
Q2 		$46.5M Buy
+416,531
New +$44.2M 0.26% 93
2018
Q1 		– Sell
-1,832
Closed -$209K – 1315
2017
Q4 		$209K Hold
1,832
– – ﹤0.01% 1174
2017
Q3 		$217K Buy
+1,832
New +$212K ﹤0.01% 1131
2016
Q3 		– Sell
-2,049
Closed -$223K – 1238
2016
Q2 		$223K Buy
+2,049
New +$195K ﹤0.01% 1110

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DLR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Digital Realty Trust (DLR) in Q3 2023: 285,583 shares worth $34.6M. The stake represents 0.1% of the portfolio and ranks #203 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in DLR as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in DLR in Q2 2016 and has held it in 24 quarters since. The position peaked at $131M in Q4 2021. 947 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 285,583 shares of Digital Realty Trust worth $34.6M as of Q3 2023.
  • Digital Realty Trust was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Digital Realty Trust made up 0.1% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #203 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Digital Realty Trust in Q2 2016 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Digital Realty Trust position peaked at $131M in Q4 2021.
  • 947 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.