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

Regal 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
2025
Q3 		– Sell
-3,686
Closed -$643K – 519
2025
Q2 		$643K Buy
3,686
+347
+10% +$56.7K 0.05% 304
2025
Q1 		$478K Buy
3,339
+959
+40% +$156K 0.04% 336
2024
Q4 		$422K Sell
2,380
-59
-2% -$10.5K 0.03% 355
2024
Q3 		$395K Buy
2,439
+518
+27% +$79.4K 0.03% 390
2024
Q2 		$292K Buy
1,921
+83
+5% +$11.9K 0.02% 470
2024
Q1 		$265K Buy
1,838
+39
+2% +$5.51K 0.02% 485
2023
Q4 		$242K Buy
1,799
+70
+4% +$9.04K 0.02% 465
2023
Q3 		$209K Buy
+1,729
New +$212K 0.02% 461
2015
Q4 		– Sell
-75
Closed -$4K – 415
2015
Q3 		$4K Buy
+75
New +$4.89K ﹤0.01% 829

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return