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Marcum Wealth’s Digital Realty Trust DLR Stock Holding History

Marcum 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
2025
Q1 		$209K Buy
1,458
+43
+3% +$6.99K 0.02% 358
2024
Q4 		$251K Buy
1,415
+161
+13% +$28.6K 0.02% 319
2024
Q3 		$203K Buy
+1,254
New +$192K 0.02% 364
2024
Q2 		– Sell
-1,808
Closed -$260K – 395
2024
Q1 		$260K Sell
1,808
-33
-2% -$4.66K 0.03% 297
2023
Q4 		$248K Sell
1,841
-127
-6% -$16.4K 0.03% 295
2023
Q3 		$238K Buy
+1,968
New +$242K 0.03% 291
2023
Q2 		– Sell
-2,545
Closed -$250K – 390
2023
Q1 		$250K Buy
2,545
+516
+25% +$54.4K 0.03% 283
2022
Q4 		$203K Sell
2,029
-1,472
-42% -$150K 0.03% 305
2022
Q3 		$347K Buy
3,501
+1,269
+57% +$156K 0.05% 212
2022
Q2 		$290K Buy
2,232
+477
+27% +$65.9K 0.04% 239
2022
Q1 		$249K Buy
1,755
+344
+24% +$49.7K 0.03% 282
2021
Q4 		$250K Buy
1,411
+9
+0.6% +$1.44K 0.03% 288
2021
Q3 		$203K Sell
1,402
-895
-39% -$140K 0.03% 307
2021
Q2 		$346K Buy
2,297
+37
+2% +$5.59K 0.06% 200
2021
Q1 		$318K Buy
+2,260
New +$312K 0.05% 211

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Marcum Wealth's DLR Position: Q1 2025 in Review

Marcum Wealth increased its Digital Realty Trust (DLR) stake by 3% in Q1 2025, buying an estimated $6.99K and bringing the position to 1,458 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #358.

Marcum Wealth first reported a position in DLR in Q1 2021 and has held it in 15 quarters since. The position peaked at $347K in Q3 2022. 1,174 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Marcum Wealth held 1,458 shares of Digital Realty Trust worth $209K as of Q1 2025.
  • Marcum Wealth bought 43 Digital Realty Trust shares in Q1 2025, an estimated $6.99K.
  • Digital Realty Trust made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #358 holding.
  • Marcum Wealth first reported a position in Digital Realty Trust in Q1 2021 and has held it in 15 quarters since.
  • Marcum Wealth's Digital Realty Trust position peaked at $347K in Q3 2022.
  • 1,174 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.