MBFW
DLR icon

Morton Brown Family Wealth’s Digital Realty Trust DLR Stock Holding History

Morton Brown Family 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
2022
Q4 		– Sell
-41
Closed -$4K – 181
2022
Q3 		$4K Buy
+41
New +$5.03K ﹤0.01% 150

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morton Brown Family Wealth's DLR Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Digital Realty Trust (DLR) in Q4 2022, closing a stake of 41 shares — an estimated $4K sold.

Morton Brown Family Wealth first reported a position in DLR in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Digital Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 41 Digital Realty Trust shares in Q4 2022, an estimated $4K.
  • Morton Brown Family Wealth first reported a position in Digital Realty Trust in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Digital Realty Trust position peaked at $4K in Q3 2022.
  • 964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.