Moser Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Moser Wealth 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 Q2	$52.3K	Hold	300	–	–	0.03%	108
2025 Q1	$43K	Hold	300	–	–	0.02%	107
2024 Q4	$53.2K	Hold	300	–	–	0.03%	92
2024 Q3	$48.5K	Hold	300	–	–	0.03%	96
2024 Q2	$45.6K	Hold	300	–	–	0.02%	96
2024 Q1	$43.2K	Hold	300	–	–	0.02%	97
2023 Q4	$40.4K	Hold	300	–	–	0.03%	96
2023 Q3	$36.3K	Hold	300	–	–	0.03%	90
2023 Q2	$34.2K	Buy	+300	New	+$29.7K	0.02%	91
2022 Q4	$30.1K	Hold	300	–	–	0.02%	91
2022 Q3	$30K	Hold	300	–	–	0.02%	94
2022 Q2	$39K	Hold	300	–	–	0.03%	93
2022 Q1	$43K	Hold	300	–	–	0.03%	95
2021 Q4	$53K	Sell	300 -266	-47%	-$42.6K	0.03%	93
2021 Q3	$82K	Hold	566	–	–	0.05%	82
2021 Q2	$85K	Hold	566	–	–	0.05%	84
2021 Q1	$80K	Hold	566	–	–	0.06%	83
2020 Q4	$79K	Hold	566	–	–	0.06%	79
2020 Q3	$83K	Hold	566	–	–	0.07%	72
2020 Q2	$80K	Sell	566 -95	-14%	-$13.4K	0.08%	67
2020 Q1	$92K	Hold	661	–	–	0.11%	59
2019 Q4	$79K	Buy	+661	New	+$81.4K	0.08%	74

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

Moser Wealth Advisors's DLR Position: Q2 2025 in Review

Moser Wealth Advisors held its Digital Realty Trust (DLR) position steady in Q2 2025 at 300 shares worth $52.3K. The position accounts for 0.03% of the portfolio, ranked #108.

Moser Wealth Advisors first reported a position in DLR in Q4 2019 and has held it in 22 quarters since. The position peaked at $92K in Q1 2020. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

Moser Wealth Advisors held 300 shares of Digital Realty Trust worth $52.3K as of Q2 2025.
Moser Wealth Advisors left its Digital Realty Trust share count unchanged in Q2 2025.
Digital Realty Trust made up 0.03% of Moser Wealth Advisors's portfolio in Q2 2025, its #108 holding.
Moser Wealth Advisors first reported a position in Digital Realty Trust in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Digital Realty Trust position peaked at $92K in Q1 2020.
1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.