RWB
DLR icon

RMR Wealth Builders’s Digital Realty Trust DLR Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-193
Closed -$27K – 305
2021
Q1 		$27K Buy
+193
New +$26.7K 0.01% 467
2019
Q4 		$24K Buy
+200
New +$24.6K 0.02% 299

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMR Wealth Builders's DLR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Digital Realty Trust (DLR) in Q2 2021, closing a stake of 193 shares — an estimated $27K sold.

RMR Wealth Builders first reported a position in DLR in Q4 2019 and held it in 2 quarters. The position peaked at $27K in Q1 2021. 982 funds tracked by Wall St. Rank hold DLR as of Q2 2021.

  • RMR Wealth Builders reported no remaining Digital Realty Trust position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 193 Digital Realty Trust shares in Q2 2021, an estimated $27K.
  • RMR Wealth Builders first reported a position in Digital Realty Trust in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Digital Realty Trust position peaked at $27K in Q1 2021.
  • 982 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.