Kings Point Capital Management’s Digital Realty Trust DLR Stock Holding History

Kings Point Capital 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
2022 Q1	$6.68M	Buy	47,129 +783	+2%	+$113K	0.58%	57
2021 Q4	$8.2M	Sell	46,346 -1,794	-4%	-$287K	0.67%	49
2021 Q3	$6.95M	Buy	48,140 +5,734	+14%	+$899K	0.62%	54
2021 Q2	$6.38M	Buy	42,406 +307	+0.7%	+$46.4K	0.58%	55
2021 Q1	$5.93M	Buy	42,099 +987	+2%	+$136K	0.58%	56
2020 Q4	$5.74M	Buy	41,112 +23,390	+132%	+$3.34M	0.61%	51
2020 Q3	$2.6M	Buy	17,722 +3,649	+26%	+$547K	0.32%	71
2020 Q2	$2M	Buy	+14,073	New	+$1.99M	0.29%	72
2019 Q4	–	Sell	-82	Closed	-$11K	–	495
2019 Q3	$11K	Buy	+82	New	+$9.98K	﹤0.01%	468
2018 Q1	–	Sell	-336	Closed	-$38K	–	372
2017 Q4	$38K	Buy	+336	New	+$39.6K	0.01%	257

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kings Point Capital Management's DLR Position: Q1 2022 in Review

Kings Point Capital Management increased its Digital Realty Trust (DLR) stake by 1.7% in Q1 2022, buying an estimated $113K and bringing the position to 47,129 shares worth $6.68M. The position accounts for 0.58% of the portfolio, ranked #57.

Kings Point Capital Management first reported a position in DLR in Q4 2017 and has held it in 10 quarters since. The position peaked at $8.2M in Q4 2021. 1,029 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

Kings Point Capital Management held 47,129 shares of Digital Realty Trust worth $6.68M as of Q1 2022.
Kings Point Capital Management bought 783 Digital Realty Trust shares in Q1 2022, an estimated $113K.
Digital Realty Trust made up 0.58% of Kings Point Capital Management's portfolio in Q1 2022, its #57 holding.
Kings Point Capital Management first reported a position in Digital Realty Trust in Q4 2017 and has held it in 10 quarters since.
Kings Point Capital Management's Digital Realty Trust position peaked at $8.2M in Q4 2021.
1,029 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.