Roberts Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Roberts Wealth 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
2022 Q4	–	Sell	-15,346	Closed	-$1.45M	–	86
2022 Q3	$1.45M	Buy	+15,346	New	+$1.88M	0.71%	43
2022 Q1	–	Sell	-14,065	Closed	-$2.49M	–	92
2021 Q4	$2.49M	Buy	14,065 +481	+4%	+$77K	0.9%	38
2021 Q3	$1.96M	Buy	+13,584	New	+$2.13M	0.78%	45

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roberts Wealth Advisors's DLR Position: Q4 2022 in Review

Roberts Wealth Advisors sold out of Digital Realty Trust (DLR) in Q4 2022, closing a stake of 15,346 shares — an estimated $1.45M sold.

Roberts Wealth Advisors first reported a position in DLR in Q3 2021 and held it in 3 quarters. The position peaked at $2.49M in Q4 2021. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

Roberts Wealth Advisors reported no remaining Digital Realty Trust position as of Q4 2022 after selling out during the quarter.
Roberts Wealth Advisors sold 15,346 Digital Realty Trust shares in Q4 2022, an estimated $1.45M.
Roberts Wealth Advisors first reported a position in Digital Realty Trust in Q3 2021 and held it in 3 quarters.
Roberts Wealth Advisors's Digital Realty Trust position peaked at $2.49M in Q4 2021.
964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Roberts Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.