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Planned Solutions’s Digital Realty Trust DLR Stock Holding History

Planned 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
2021
Q1 		– Sell
-1,000
Closed -$140K – 149
2020
Q4 		$140K Buy
1,000
+650
+186% +$93K 0.11% 74
2020
Q3 		$51K Buy
+350
New +$52.4K 0.05% 147

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's DLR Position: Q1 2021 in Review

Planned Solutions sold out of Digital Realty Trust (DLR) in Q1 2021, closing a stake of 1,000 shares — an estimated $140K sold.

Planned Solutions first reported a position in DLR in Q3 2020 and held it in 2 quarters. The position peaked at $140K in Q4 2020. 933 funds tracked by Wall St. Rank hold DLR as of Q1 2021.

  • Planned Solutions reported no remaining Digital Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 1,000 Digital Realty Trust shares in Q1 2021, an estimated $140K.
  • Planned Solutions first reported a position in Digital Realty Trust in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Digital Realty Trust position peaked at $140K in Q4 2020.
  • 933 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.