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Realta Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Realta Investment Advisors’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
-1,836
Closed -$279K – 431
2024
Q2 		$279K Buy
1,836
+108
+6% +$15.5K 0.05% 327
2024
Q1 		$249K Sell
1,728
-11
-0.6% -$1.55K 0.05% 362
2023
Q4 		$234K Sell
1,739
-192
-10% -$24.8K 0.05% 372
2023
Q3 		$220K Hold
1,931
– – 0.05% 367
2023
Q2 		$220K Sell
1,931
-403
-17% -$39.9K 0.05% 376
2023
Q1 		$229K Sell
2,334
-208
-8% -$21.9K 0.06% 357
2022
Q4 		$255K Sell
2,542
-324
-11% -$33.1K 0.06% 339
2022
Q3 		$284K Buy
2,866
+346
+14% +$42.4K 0.07% 293
2022
Q2 		$332K Buy
2,520
+190
+8% +$26.2K 0.08% 260
2022
Q1 		$330K Buy
2,330
+830
+55% +$120K 0.07% 287
2021
Q4 		$265K Sell
1,500
-34
-2% -$5.45K 0.06% 337
2021
Q3 		$222K Buy
1,534
+20
+1% +$3.14K 0.05% 361
2021
Q2 		$228K Buy
1,514
+10
+0.7% +$1.51K 0.05% 349
2021
Q1 		$212K Buy
+1,504
New +$208K 0.06% 341
2020
Q1 		– Sell
-802
Closed -$96K – 560
2019
Q4 		$96K Hold
802
– – 0.03% 514
2019
Q3 		$103K Sell
802
-80
-9% -$9.73K 0.03% 491
2019
Q2 		$105K Buy
882
+117
+15% +$13.9K 0.03% 486
2019
Q1 		$92K Buy
+765
New +$85.4K 0.04% 408

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 $34.8B AUM 20.7% 1-Year Est. Return

Realta Investment Advisors's DLR Position: Q3 2024 in Review

Realta Investment Advisors sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 1,836 shares — an estimated $279K sold.

Realta Investment Advisors first reported a position in DLR in Q1 2019 and held it in 18 quarters. The position peaked at $332K in Q2 2022. 1,110 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

  • Realta Investment Advisors reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,836 Digital Realty Trust shares in Q3 2024, an estimated $279K.
  • Realta Investment Advisors first reported a position in Digital Realty Trust in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's Digital Realty Trust position peaked at $332K in Q2 2022.
  • 1,110 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.