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Orion Portfolio Solutions’s Digital Realty Trust DLR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$504K Sell
3,515
-1,586
-31% -$258K ﹤0.01% 1420
2024
Q4 		$905K Buy
5,101
+736
+17% +$131K 0.01% 1112
2024
Q3 		$706K Buy
4,365
+485
+13% +$74.4K 0.01% 1194
2024
Q2 		$590K Buy
3,880
+379
+11% +$54.4K 0.01% 1219
2024
Q1 		$504K Sell
3,501
-1,808
-34% -$256K 0.01% 1259
2023
Q4 		$710K Sell
5,309
-344
-6% -$44.4K 0.01% 1081
2023
Q3 		$684K Sell
5,653
-550
-9% -$67.5K 0.01% 1078
2023
Q2 		$706K Sell
6,203
-757
-11% -$74.9K 0.01% 1084
2023
Q1 		$684K Buy
6,960
+3,204
+85% +$338K 0.01% 1024
2022
Q4 		$377K Buy
+3,756
New +$383K 0.01% 589
2022
Q2 		– Sell
-1,434
Closed -$203K – 689
2022
Q1 		$203K Sell
1,434
-368
-20% -$53.2K 0.01% 681
2021
Q4 		$319K Buy
1,802
+195
+12% +$31.2K 0.01% 555
2021
Q3 		$232K Buy
+1,607
New +$252K 0.01% 587
2020
Q3 		– Sell
-1,020
Closed -$145K – 827
2020
Q2 		$145K Buy
1,020
+647
+173% +$91.6K 0.01% 469
2020
Q1 		$52K Buy
373
+307
+465% +$39K ﹤0.01% 583
2019
Q4 		$8K Buy
+66
New +$8.12K ﹤0.01% 1078

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Orion Portfolio Solutions's DLR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Digital Realty Trust (DLR) stake by 31% in Q1 2025, selling an estimated $258K and leaving 3,515 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Orion Portfolio Solutions first reported a position in DLR in Q4 2019 and has held it in 16 quarters since. The position peaked at $905K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Orion Portfolio Solutions held 3,515 shares of Digital Realty Trust worth $504K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,586 Digital Realty Trust shares in Q1 2025, an estimated $258K.
  • Digital Realty Trust made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1420 holding.
  • Orion Portfolio Solutions first reported a position in Digital Realty Trust in Q4 2019 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's Digital Realty Trust position peaked at $905K in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.