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Private Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Private Wealth Partners’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 		– Sell
-2,000
Closed -$355K – 166
2024
Q4 		$355K Hold
2,000
– – 0.03% 144
2024
Q3 		$324K Hold
2,000
– – 0.03% 147
2024
Q2 		$304K Buy
+2,000
New +$287K 0.02% 141
2018
Q1 		– Sell
-3,800
Closed -$433K – 123
2017
Q4 		$433K Hold
3,800
– – 0.08% 96
2017
Q3 		$450K Buy
+3,800
New +$439K 0.09% 94

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

Private Wealth Partners's DLR Position: Q1 2025 in Review

Private Wealth Partners sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 2,000 shares — an estimated $355K sold.

Private Wealth Partners first reported a position in DLR in Q3 2017 and held it in 5 quarters. The position peaked at $450K in Q3 2017. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Private Wealth Partners reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Partners sold 2,000 Digital Realty Trust shares in Q1 2025, an estimated $355K.
  • Private Wealth Partners first reported a position in Digital Realty Trust in Q3 2017 and held it in 5 quarters.
  • Private Wealth Partners's Digital Realty Trust position peaked at $450K in Q3 2017.
  • 1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.