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Lantern Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Lantern Wealth Advisors’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
Q2 		– Sell
-4,233
Closed -$610K – 133
2024
Q1 		$610K Sell
4,233
-40
-0.9% -$5.65K 0.43% 57
2023
Q4 		$575K Buy
+4,273
New +$552K 0.45% 59

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lantern Wealth Advisors's DLR Position: Q2 2024 in Review

Lantern Wealth Advisors sold out of Digital Realty Trust (DLR) in Q2 2024, closing a stake of 4,233 shares — an estimated $610K sold.

Lantern Wealth Advisors first reported a position in DLR in Q4 2023 and held it in 2 quarters. The position peaked at $610K in Q1 2024. 1,087 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

  • Lantern Wealth Advisors reported no remaining Digital Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Lantern Wealth Advisors sold 4,233 Digital Realty Trust shares in Q2 2024, an estimated $610K.
  • Lantern Wealth Advisors first reported a position in Digital Realty Trust in Q4 2023 and held it in 2 quarters.
  • Lantern Wealth Advisors's Digital Realty Trust position peaked at $610K in Q1 2024.
  • 1,087 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on Lantern Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.