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Sheaff Brock Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Sheaff Brock 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 		$1.75M Sell
12,199
-37
-0.3% -$6.02K 0.16% 112
2024
Q4 		$2.17M Sell
12,236
-2,490
-17% -$442K 0.19% 98
2024
Q3 		$2.38M Sell
14,726
-45
-0.3% -$6.9K 0.21% 93
2024
Q2 		$2.25M Sell
14,771
-525
-3% -$75.4K 0.21% 95
2024
Q1 		$2.2M Sell
15,296
-173
-1% -$24.4K 0.14% 111
2023
Q4 		$2.08M Buy
15,469
+161
+1% +$20.8K 0.16% 104
2023
Q3 		$1.85M Hold
15,308
– – 0.17% 102
2023
Q2 		$1.74M Buy
15,308
+161
+1% +$15.9K 0.15% 109
2023
Q1 		$1.49M Buy
15,147
+31
+0.2% +$3.27K 0.14% 122
2022
Q4 		$1.52M Sell
15,116
-237
-2% -$24.2K 0.15% 112
2022
Q3 		$1.52M Sell
15,353
-919
-6% -$113K 0.16% 104
2022
Q2 		$2.11M Sell
16,272
-454
-3% -$62.7K 0.18% 82
2022
Q1 		$2.37M Buy
16,726
+872
+6% +$126K 0.17% 91
2021
Q4 		$2.8M Buy
15,854
+765
+5% +$123K 0.19% 86
2021
Q3 		$2.18M Buy
15,089
+192
+1% +$30.1K 0.16% 95
2021
Q2 		$2.24M Buy
14,897
+519
+4% +$78.4K 0.16% 91
2021
Q1 		$2.02M Buy
14,378
+1,959
+16% +$271K 0.16% 85
2020
Q4 		$1.73M Sell
12,419
-456
-4% -$65.2K 0.15% 93
2020
Q3 		$1.89M Buy
12,875
+80
+0.6% +$12K 0.17% 85
2020
Q2 		$1.82M Sell
12,795
-1,420
-10% -$201K 0.18% 82
2020
Q1 		$1.98M Buy
14,215
+967
+7% +$123K 0.26% 69
2019
Q4 		$1.59M Buy
13,248
+1,093
+9% +$135K 0.15% 91
2019
Q3 		$1.58M Buy
12,155
+984
+9% +$120K 0.17% 92
2019
Q2 		$1.32M Buy
11,171
+254
+2% +$30.3K 0.14% 102
2019
Q1 		$1.3M Sell
10,917
-103
-0.9% -$11.5K 0.16% 107
2018
Q4 		$1.17M Buy
11,020
+1,247
+13% +$138K 0.18% 103
2018
Q3 		$1.1M Buy
9,773
+235
+2% +$28.1K 0.1% 140
2018
Q2 		$1.06M Buy
9,538
+596
+7% +$63.2K 0.1% 145
2018
Q1 		$942K Buy
8,942
+1,623
+22% +$171K 0.1% 163
2017
Q4 		$834K Buy
7,319
+181
+3% +$21.3K 0.11% 182
2017
Q3 		$845K Buy
7,138
+2,612
+58% +$302K 0.11% 183
2017
Q2 		$511K Sell
4,526
-65
-1% -$7.44K 0.07% 266
2017
Q1 		$488K Buy
4,591
+171
+4% +$18K 0.06% 287
2016
Q4 		$434K Sell
4,420
-49
-1% -$4.55K 0.05% 305
2016
Q3 		$434K Buy
4,469
+397
+10% +$40.4K 0.06% 289
2016
Q2 		$444K Buy
4,072
+32
+0.8% +$3.04K 0.06% 296
2016
Q1 		$357K Sell
4,040
-110
-3% -$8.91K 0.04% 347
2015
Q4 		$314K Buy
+4,150
New +$299K 0.04% 396

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sheaff Brock Investment Advisors's DLR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Digital Realty Trust (DLR) stake by 0.3% in Q1 2025, selling an estimated $6.02K and leaving 12,199 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #112.

Sheaff Brock Investment Advisors first reported a position in DLR in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.8M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 12,199 shares of Digital Realty Trust worth $1.75M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 37 Digital Realty Trust shares in Q1 2025, an estimated $6.02K.
  • Digital Realty Trust made up 0.16% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #112 holding.
  • Sheaff Brock Investment Advisors first reported a position in Digital Realty Trust in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Digital Realty Trust position peaked at $2.8M in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.