LM Advisors’s Digital Realty Trust DLR Stock Holding History

LM 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 Q1	–	Sell	-41	Closed	-$5.5K	–	336
2023 Q4	$5.5K	Buy	+41	New	+$5.3K	﹤0.01%	589

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

LM Advisors's DLR Position: Q1 2024 in Review

LM Advisors sold out of Digital Realty Trust (DLR) in Q1 2024, closing a stake of 41 shares — an estimated $5.5K sold.

LM Advisors first reported a position in DLR in Q4 2023 and held it in 1 quarter. The position peaked at $5.5K in Q4 2023. 1,046 funds tracked by Wall St. Rank hold DLR as of Q1 2024.

LM Advisors reported no remaining Digital Realty Trust position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 41 Digital Realty Trust shares in Q1 2024, an estimated $5.5K.
LM Advisors first reported a position in Digital Realty Trust in Q4 2023 and held it in 1 quarter.
LM Advisors's Digital Realty Trust position peaked at $5.5K in Q4 2023.
1,046 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.