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

Schechter 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 Q1	$345K	Sell	2,406 -388	-14%	-$63.1K	0.03%	447
2024 Q4	$496K	Sell	2,794 -220	-7%	-$39K	0.04%	389
2024 Q3	$488K	Sell	3,014 -579	-16%	-$88.8K	0.04%	400
2024 Q2	$546K	Buy	3,593 +78	+2%	+$11.2K	0.04%	352
2024 Q1	$506K	Buy	3,515 +168	+5%	+$23.7K	0.04%	371
2023 Q4	$450K	Buy	3,347 +78	+2%	+$10.1K	0.04%	374
2023 Q3	$396K	Buy	3,269 +511	+19%	+$62.8K	0.04%	391
2023 Q2	$314K	Sell	2,758 -46	-2%	-$4.55K	0.03%	480
2023 Q1	$276K	Buy	+2,804	New	+$296K	0.03%	540
2022 Q3	–	Sell	-2,254	Closed	-$293K	–	959
2022 Q2	$293K	Buy	2,254 +819	+57%	+$113K	0.03%	719
2022 Q1	$204K	Sell	1,435 -321	-18%	-$46.4K	0.02%	835
2021 Q4	$311K	Buy	+1,756	New	+$281K	0.03%	670

Other funds holding DLR

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Schechter Investment Advisors's DLR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Digital Realty Trust (DLR) stake by 14% in Q1 2025, selling an estimated $63.1K and leaving 2,406 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #447.

Schechter Investment Advisors first reported a position in DLR in Q4 2021 and has held it in 12 quarters since. The position peaked at $546K in Q2 2024. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

Schechter Investment Advisors held 2,406 shares of Digital Realty Trust worth $345K as of Q1 2025.
Schechter Investment Advisors sold 388 Digital Realty Trust shares in Q1 2025, an estimated $63.1K.
Digital Realty Trust made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #447 holding.
Schechter Investment Advisors first reported a position in Digital Realty Trust in Q4 2021 and has held it in 12 quarters since.
Schechter Investment Advisors's Digital Realty Trust position peaked at $546K in Q2 2024.
1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.