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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nicola Wealth Management's DLR Position: Q3 2025 in Review

Nicola Wealth Management sold out of Digital Realty Trust (DLR) in Q3 2025, closing a stake of 17,732 shares — an estimated $3.09M sold.

Nicola Wealth Management first reported a position in DLR in Q1 2023 and held it in 10 quarters. The position peaked at $4.68M in Q4 2024. 1,222 funds tracked by Wall St. Rank hold DLR as of Q3 2025.

Nicola Wealth Management reported no remaining Digital Realty Trust position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 17,732 Digital Realty Trust shares in Q3 2025, an estimated $3.09M.
Nicola Wealth Management first reported a position in Digital Realty Trust in Q1 2023 and held it in 10 quarters.
Nicola Wealth Management's Digital Realty Trust position peaked at $4.68M in Q4 2024.
1,222 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.