Omnia Family Wealth’s Digital Realty Trust DLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$566K	Buy	3,245 +157	+5%	+$27.4K	0.2%	41
2025 Q1	$442K	Sell	3,088 -40	-1%	-$5.73K	0.19%	44
2024 Q4	$558K	Buy	3,128 +41	+1%	+$7.32K	0.23%	37
2024 Q3	$500K	Buy	3,087 +32	+1%	+$5.18K	0.21%	44
2024 Q2	$465K	Sell	3,055 -5	-0.2%	-$760	0.2%	42
2024 Q1	$441K	Sell	3,060 -1	-0%	-$144	0.21%	45
2023 Q4	$416K	Buy	3,061 +25	+0.8%	+$3.4K	0.21%	40
2023 Q3	$367K	Buy	3,036 +33	+1%	+$3.99K	0.23%	43
2023 Q2	$342K	Hold	3,003	–	–	0.23%	51
2023 Q1	$295K	Hold	3,003	–	–	0.23%	51
2022 Q4	$305K	Buy	3,003 +65	+2%	+$6.6K	0.25%	50
2022 Q3	$291K	Sell	2,938 -15	-0.5%	-$1.49K	0.24%	46
2022 Q2	$383K	Hold	2,953	–	–	0.28%	43
2022 Q1	$419K	Hold	2,953	–	–	0.28%	44
2021 Q4	$526K	Hold	2,953	–	–	0.32%	38
2021 Q3	$427K	Hold	2,953	–	–	0.29%	44
2021 Q2	$444K	Hold	2,953	–	–	0.28%	41
2021 Q1	$416K	Hold	2,953	–	–	0.31%	43
2020 Q4	$415K	Hold	2,953	–	–	0.38%	40
2020 Q3	$433K	Hold	2,953	–	–	0.41%	39
2020 Q2	$420K	Buy	2,953 +15	+0.5%	+$2.13K	0.41%	37
2020 Q1	$408K	Hold	2,938	–	–	0.42%	42
2019 Q4	$355K	Hold	2,938	–	–	0.16%	63
2019 Q3	$381K	Hold	2,938	–	–	0.28%	53
2019 Q2	$346K	Hold	2,938	–	–	0.17%	61
2019 Q1	$350K	Hold	2,938	–	–	0.17%	59
2018 Q4	$316K	Hold	2,938	–	–	0.17%	63
2018 Q3	$330K	Hold	2,938	–	–	0.15%	63
2018 Q2	$328K	Sell	2,938 -2,313	-44%	-$258K	0.15%	58
2018 Q1	$553K	Hold	5,251	–	–	0.25%	39
2017 Q4	$603K	Hold	5,251	–	–	0.28%	37
2017 Q3	$621K	Hold	5,251	–	–	0.3%	33
2017 Q2	$593K	Hold	5,251	–	–	0.28%	36
2017 Q1	$559K	Buy	5,251 +40	+0.8%	+$4.26K	0.27%	37
2016 Q4	$517K	Buy	+5,211	New	+$517K	0.26%	41