Richards, Merrill & Peterson’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-78
Closed -$11.2K 270
2025
Q1
$11.2K Hold
78
0.01% 386
2024
Q4
$13.8K Buy
+78
New +$13.8K 0.01% 360

Other funds holding DLR

Richards, Merrill & Peterson's DLR Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 78 shares — an estimated $11.2K sold.

Richards, Merrill & Peterson first reported a position in DLR in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q4 2024. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 78 Digital Realty Trust shares in Q2 2025, an estimated $11.2K.
  • Richards, Merrill & Peterson first reported a position in Digital Realty Trust in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Digital Realty Trust position peaked at $13.8K in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.