Lake Street Advisors Group’s Digital Realty Trust DLR Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$678K	Buy	3,799 +107	+3%	+$19K	0.03%	278
2024 Q3	$598K	Buy	3,692 +55	+2%	+$8.43K	0.03%	290
2024 Q2	$553K	Sell	3,637 -297	-8%	-$42.6K	0.03%	302
2024 Q1	$567K	Buy	3,934 +88	+2%	+$12.4K	0.03%	321
2023 Q4	$522K	Buy	+3,846	New	+$497K	0.03%	320
2022 Q3	–	Sell	-14,326	Closed	-$1.86M	–	350
2022 Q2	$1.86M	Buy	14,326 +1,842	+15%	+$254K	0.13%	105
2022 Q1	$1.77M	Buy	12,484 +251	+2%	+$36.3K	0.11%	120
2021 Q4	$2.16M	Sell	12,233 -252	-2%	-$40.4K	0.14%	103
2021 Q3	$1.8M	Buy	+12,485	New	+$1.96M	0.19%	92
2018 Q3	–	Sell	-11,102	Closed	-$1.24M	–	244
2018 Q2	$1.24M	Buy	+11,102	New	+$1.18M	0.12%	63
2018 Q1	–	Sell	-3,344	Closed	-$381K	–	326
2017 Q4	$381K	Buy	+3,344	New	+$394K	0.04%	173

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

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's DLR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Digital Realty Trust (DLR) stake by 2.9% in Q4 2024, buying an estimated $19K and bringing the position to 3,799 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #278.

Lake Street Advisors Group first reported a position in DLR in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.16M in Q4 2021. 1,213 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

Lake Street Advisors Group held 3,799 shares of Digital Realty Trust worth $678K as of Q4 2024.
Lake Street Advisors Group bought 107 Digital Realty Trust shares in Q4 2024, an estimated $19K.
Digital Realty Trust made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #278 holding.
Lake Street Advisors Group first reported a position in Digital Realty Trust in Q4 2017 and has held it in 11 quarters since.
Lake Street Advisors Group's Digital Realty Trust position peaked at $2.16M in Q4 2021.
1,213 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.