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KWM
Kingsview Wealth Management’s
Digital Realty Trust
DLR
Stock Holding History
Kingsview 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
2026
Q1
$640K
Buy
3,553
+610
+21%
+$104K
0.01%
819
2025
Q4
$455K
Sell
2,943
-343
-10%
-$56.3K
0.01%
873
2025
Q3
$568K
Buy
3,286
+283
+9%
+$48.4K
0.01%
765
2025
Q2
$524K
Buy
3,003
+589
+24%
+$96.3K
0.01%
752
2025
Q1
$346K
Sell
2,414
-1,443
-37%
-$235K
0.01%
841
2024
Q4
$684K
Buy
3,857
+1,308
+51%
+$232K
0.01%
653
2024
Q3
$413K
Buy
2,549
+272
+12%
+$41.7K
0.01%
776
2024
Q2
$346K
Sell
2,277
-28
-1%
-$4.02K
0.01%
795
2024
Q1
$332K
Sell
2,305
-536
-19%
-$75.8K
0.01%
784
2023
Q4
$382K
Sell
2,841
-205
-7%
-$26.5K
0.01%
698
2023
Q3
$369K
Buy
3,046
+293
+11%
+$36K
0.01%
699
2023
Q2
$313K
Sell
2,753
-133
-5%
-$13.2K
0.01%
728
2023
Q1
$284K
Buy
2,886
+438
+18%
+$46.2K
0.01%
725
2022
Q4
$245K
Buy
+2,448
New
+$250K
0.01%
734
2022
Q1
–
Sell
-1,383
Closed
-$245K
–
899
2021
Q4
$245K
Sell
1,383
-17
-1%
-$2.72K
0.01%
806
2021
Q3
$202K
Sell
1,400
-440
-24%
-$69K
0.01%
801
2021
Q2
$276K
Buy
+1,840
New
+$278K
0.01%
719
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1-Year Est. Return
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AAMU
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$13B AUM
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1-Year Est. Return
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$155B AUM
29.93%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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