Money Concepts Capital’s Digital Realty Trust DLR Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-1,320	Closed	-$132K	–	1069
2022 Q4	$132K	Buy	1,320 +308	+30%	+$31.4K	0.01%	858
2022 Q3	$100K	Buy	1,012 +73	+8%	+$8.95K	0.01%	578
2022 Q2	$124K	Sell	939 -499	-35%	-$68.9K	0.01%	526
2022 Q1	$204K	Buy	+1,438	New	+$208K	0.01%	732

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Norges Bank Oslo, Norway $935B AUM

Money Concepts Capital's DLR Position: Q1 2023 in Review

Money Concepts Capital sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 1,320 shares — an estimated $132K sold.

Money Concepts Capital first reported a position in DLR in Q1 2022 and held it in 4 quarters. The position peaked at $204K in Q1 2022. 914 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

Money Concepts Capital reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,320 Digital Realty Trust shares in Q1 2023, an estimated $132K.
Money Concepts Capital first reported a position in Digital Realty Trust in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Digital Realty Trust position peaked at $204K in Q1 2022.
914 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.