PCMC
DLR icon

Planning Capital Management Corporation’s Digital Realty Trust DLR Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-20
Closed -$3.04K – 821
2024
Q2 		$3.04K Buy
20
+10
+100% +$1.44K ﹤0.01% 501
2024
Q1 		$1.44K Buy
+10
New +$1.41K ﹤0.01% 590

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Planning Capital Management Corporation's DLR Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 20 shares — an estimated $3.04K sold.

Planning Capital Management Corporation first reported a position in DLR in Q1 2024 and held it in 2 quarters. The position peaked at $3.04K in Q2 2024. 1,111 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 20 Digital Realty Trust shares in Q3 2024, an estimated $3.04K.
  • Planning Capital Management Corporation first reported a position in Digital Realty Trust in Q1 2024 and held it in 2 quarters.
  • Planning Capital Management Corporation's Digital Realty Trust position peaked at $3.04K in Q2 2024.
  • 1,111 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.