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

Proquility 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	$3.54M	Buy	24,693 +1,165	+5%	+$189K	1.09%	29
2024 Q4	$4.17M	Buy	23,528 +176	+0.8%	+$31.2K	1.34%	29
2024 Q3	$3.78M	Sell	23,352 -53	-0.2%	-$8.13K	1.21%	28
2024 Q2	$3.56M	Buy	23,405 +818	+4%	+$117K	1.21%	29
2024 Q1	$3.25M	Buy	22,587 +1,340	+6%	+$189K	1.11%	32
2023 Q4	$2.86M	Buy	+21,247	New	+$2.74M	1.08%	34
2021 Q1	–	Sell	-7,381	Closed	-$1.03M	–	90
2020 Q4	$1.03M	Buy	+7,381	New	+$1.06M	0.47%	53

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Proquility Private Wealth Partners increased its Digital Realty Trust (DLR) stake by 5% in Q1 2025, buying an estimated $189K and bringing the position to 24,693 shares worth $3.54M. The position accounts for 1.09% of the portfolio, ranked #29.

Proquility Private Wealth Partners first reported a position in DLR in Q4 2020 and has held it in 7 quarters since. The position peaked at $4.17M in Q4 2024. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

Proquility Private Wealth Partners held 24,693 shares of Digital Realty Trust worth $3.54M as of Q1 2025.
Proquility Private Wealth Partners bought 1,165 Digital Realty Trust shares in Q1 2025, an estimated $189K.
Digital Realty Trust made up 1.09% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #29 holding.
Proquility Private Wealth Partners first reported a position in Digital Realty Trust in Q4 2020 and has held it in 7 quarters since.
Proquility Private Wealth Partners's Digital Realty Trust position peaked at $4.17M in Q4 2024.
1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.