McClarren Financial Advisors’s Digital Realty Trust DLR Stock Holding History

McClarren Financial 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
2025 Q1	–	Sell	-431	Closed	-$76K	–	295
2024 Q4	$76K	Buy	+431	New	+$76.5K	0.21%	62
2024 Q3	–	Sell	-152	Closed	-$23K	–	260
2024 Q2	$23K	Buy	152 +1	+0.7%	+$144	0.02%	210
2024 Q1	$22K	Buy	151 +3	+2%	+$424	0.02%	211
2023 Q4	$20K	Buy	148 +2	+1%	+$258	0.02%	234
2023 Q3	$17K	Hold	146	–	–	0.01%	229
2023 Q2	$16K	Buy	+146	New	+$14.4K	0.01%	233
2023 Q1	–	Sell	-141	Closed	-$14K	–	360
2022 Q4	$14K	Hold	141	–	–	0.01%	235
2022 Q3	$14K	Buy	+141	New	+$17.3K	0.01%	221
2022 Q2	–	Sell	-138	Closed	-$19K	–	86
2022 Q1	$19K	Buy	138 +1	+0.7%	+$144	0.01%	178
2021 Q4	$25K	Buy	137 +1	+0.7%	+$160	0.02%	181
2021 Q3	$19K	Buy	136 +1	+0.7%	+$157	0.01%	167
2021 Q2	$20K	Buy	135 +1	+0.7%	+$151	0.02%	178
2021 Q1	$19K	Buy	134 +3	+2%	+$415	0.02%	160
2020 Q4	$18K	Buy	+131	New	+$18.7K	0.02%	142

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

McClarren Financial Advisors's DLR Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 431 shares — an estimated $76K sold.

McClarren Financial Advisors first reported a position in DLR in Q4 2020 and held it in 14 quarters. The position peaked at $76K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

McClarren Financial Advisors reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 431 Digital Realty Trust shares in Q1 2025, an estimated $76K.
McClarren Financial Advisors first reported a position in Digital Realty Trust in Q4 2020 and held it in 14 quarters.
McClarren Financial Advisors's Digital Realty Trust position peaked at $76K in Q4 2024.
1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.