PWM
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PRW Wealth Management’s Digital Realty Trust DLR Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-9,214
Closed -$1.39M – 143
2021
Q2 		$1.39M Buy
+9,214
New +$1.39M 0.41% 73
2019
Q2 		– Sell
-7
Closed -$1K – 222
2019
Q1 		$1K Hold
7
– – ﹤0.01% 578
2018
Q4 		$1K Buy
+7
New +$773 ﹤0.01% 578

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's DLR Position: Q3 2021 in Review

PRW Wealth Management sold out of Digital Realty Trust (DLR) in Q3 2021, closing a stake of 9,214 shares — an estimated $1.39M sold.

PRW Wealth Management first reported a position in DLR in Q4 2018 and held it in 3 quarters. The position peaked at $1.39M in Q2 2021. 984 funds tracked by Wall St. Rank hold DLR as of Q3 2021.

  • PRW Wealth Management reported no remaining Digital Realty Trust position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 9,214 Digital Realty Trust shares in Q3 2021, an estimated $1.39M.
  • PRW Wealth Management first reported a position in Digital Realty Trust in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Digital Realty Trust position peaked at $1.39M in Q2 2021.
  • 984 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.