Mountain Capital Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Mountain Capital Investment 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
2023 Q1	–	Sell	-12,471	Closed	-$1.28M	–	69
2022 Q4	$1.28M	Buy	12,471 +3,182	+34%	+$325K	0.58%	53
2022 Q3	$884K	Buy	9,289 +668	+8%	+$81.9K	0.46%	66
2022 Q2	$1.11M	Buy	8,621 +114	+1%	+$15.7K	0.55%	52
2022 Q1	$1.24M	Buy	8,507 +2,955	+53%	+$427K	0.58%	56
2021 Q4	$883K	Buy	5,552 +1,847	+50%	+$296K	0.4%	86
2021 Q3	$521K	Buy	3,705 +42	+1%	+$6.59K	0.28%	100
2021 Q2	$566K	Sell	3,663 -261	-7%	-$39.4K	0.26%	100
2021 Q1	$574K	Buy	3,924 +403	+11%	+$55.7K	0.29%	114
2020 Q4	$462K	Sell	3,521 -722	-17%	-$103K	0.28%	101
2020 Q3	$675K	Buy	+4,243	New	+$636K	0.44%	72

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

Mountain Capital Investment Advisors's DLR Position: Q1 2023 in Review

Mountain Capital Investment Advisors sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 12,471 shares — an estimated $1.28M sold.

Mountain Capital Investment Advisors first reported a position in DLR in Q3 2020 and held it in 10 quarters. The position peaked at $1.28M in Q4 2022. 914 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

Mountain Capital Investment Advisors reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 12,471 Digital Realty Trust shares in Q1 2023, an estimated $1.28M.
Mountain Capital Investment Advisors first reported a position in Digital Realty Trust in Q3 2020 and held it in 10 quarters.
Mountain Capital Investment Advisors's Digital Realty Trust position peaked at $1.28M in Q4 2022.
914 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.