Kaizen Advisory’s Digital Realty Trust DLR Stock Holding History

Kaizen Advisory’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
2018 Q4	$59K	Buy	551 +96	+21%	+$10.6K	0.04%	298
2018 Q3	$51K	Hold	455	–	–	0.03%	331
2018 Q2	$51K	Buy	455 +253	+125%	+$26.8K	0.03%	323
2018 Q1	$21K	Hold	202	–	–	0.02%	320
2017 Q4	$23K	Buy	+202	New	+$23.8K	0.01%	298

Other funds holding DLR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's DLR Position: Q4 2018 in Review

Kaizen Advisory increased its Digital Realty Trust (DLR) stake by 21% in Q4 2018, buying an estimated $10.6K and bringing the position to 551 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #298.

Kaizen Advisory first reported a position in DLR in Q4 2017 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold DLR as of Q4 2018.

Kaizen Advisory held 551 shares of Digital Realty Trust worth $59K as of Q4 2018.
Kaizen Advisory bought 96 Digital Realty Trust shares in Q4 2018, an estimated $10.6K.
Digital Realty Trust made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #298 holding.
Kaizen Advisory first reported a position in Digital Realty Trust in Q4 2017 and has held it in 5 quarters since.
687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.