NWM
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Nicola Wealth Management’s Digital Realty Trust DLR Stock Holding History

Nicola Wealth Management’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
Q3 		– Sell
-17,732
Closed -$3.09M – 77
2025
Q2 		$3.09M Buy
17,732
+7,280
+70% +$1.19M 0.29% 60
2025
Q1 		$1.5M Sell
10,452
-7,900
-43% -$1.28M 0.15% 88
2024
Q4 		$4.68M Sell
18,352
-2,400
-12% -$426K 0.44% 59
2024
Q3 		$4.54M Buy
20,752
+2,550
+14% +$391K 0.36% 63
2024
Q2 		$3.79M Buy
18,202
+850
+5% +$122K 0.34% 62
2024
Q1 		$3.38M Buy
17,352
+1,468
+9% +$207K 0.33% 71
2023
Q4 		$2.83M Sell
15,884
-3,900
-20% -$504K 0.3% 79
2023
Q3 		$3.24M Sell
19,784
-400
-2% -$49.1K 0.35% 67
2023
Q2 		$2.3M Buy
20,184
+1,184
+6% +$117K 0.23% 83
2023
Q1 		$1.87M Buy
+19,000
New +$2M 0.18% 92

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return