Kore Private Wealth’s Digital Realty Trust DLR Stock Holding History

Kore Private Wealth’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
2020 Q1	–	Sell	-7	Closed	-$1K	–	1098
2019 Q4	$1K	Buy	+7	New	+$862	﹤0.01%	980
2019 Q1	–	Sell	-19	Closed	-$2K	–	914
2018 Q4	$2K	Buy	+19	New	+$2.1K	﹤0.01%	801

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kore Private Wealth's DLR Position: Q1 2020 in Review

Kore Private Wealth sold out of Digital Realty Trust (DLR) in Q1 2020, closing a stake of 7 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in DLR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 817 funds tracked by Wall St. Rank hold DLR as of Q1 2020.

Kore Private Wealth reported no remaining Digital Realty Trust position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 7 Digital Realty Trust shares in Q1 2020, an estimated $1K.
Kore Private Wealth first reported a position in Digital Realty Trust in Q4 2018 and held it in 2 quarters.
Kore Private Wealth's Digital Realty Trust position peaked at $2K in Q4 2018.
817 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.