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Sheets Smith Wealth Management’s Digital Realty Trust DLR Stock Holding History

Sheets Smith Wealth Management’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 		– Sell
-1,135
Closed -$201K – 364
2024
Q4 		$201K Buy
+1,135
New +$201K 0.02% 368
2024
Q1 		– Sell
-17,108
Closed -$145K – 382
2023
Q4 		$145K Buy
+17,108
New +$2.21M 0.02% 336
2022
Q2 		– Sell
-2,116
Closed -$300K – 313
2022
Q1 		$300K Sell
2,116
-2,950
-58% -$426K 0.04% 282
2021
Q4 		$896K Sell
5,066
-239
-5% -$38.3K 0.11% 163
2021
Q3 		$766K Sell
5,305
-230
-4% -$36.1K 0.1% 171
2021
Q2 		$833K Buy
5,535
+26
+0.5% +$3.93K 0.11% 160
2021
Q1 		$776K Buy
5,509
+103
+2% +$14.2K 0.11% 157
2020
Q4 		$754K Sell
5,406
-6
-0.1% -$858 0.11% 159
2020
Q3 		$794K Buy
5,412
+134
+3% +$20.1K 0.14% 139
2020
Q2 		$750K Sell
5,278
-208
-4% -$29.4K 0.15% 125
2020
Q1 		$762K Buy
5,486
+147
+3% +$18.7K 0.16% 128
2019
Q4 		$639K Buy
5,339
+41
+0.8% +$5.05K 0.12% 169
2019
Q3 		$688K Buy
5,298
+45
+0.9% +$5.47K 0.14% 158
2019
Q2 		$619K Buy
5,253
+42
+0.8% +$5K 0.13% 171
2019
Q1 		$620K Buy
5,211
+227
+5% +$25.3K 0.13% 170
2018
Q4 		$531K Buy
4,984
+43
+0.9% +$4.75K 0.14% 153
2018
Q3 		$556K Buy
4,941
+44
+0.9% +$5.27K 0.12% 200
2018
Q2 		$546K Buy
4,897
+48
+1% +$5.09K 0.13% 173
2018
Q1 		$511K Sell
4,849
-186
-4% -$19.6K 0.12% 182
2017
Q4 		$574K Buy
5,035
+39
+0.8% +$4.59K 0.14% 180
2017
Q3 		$591K Buy
4,996
+40
+0.8% +$4.62K 0.15% 170
2017
Q2 		$560K Buy
4,956
+44
+0.9% +$5.04K 0.15% 164
2017
Q1 		$523K Buy
4,912
+39
+0.8% +$4.1K 0.14% 179
2016
Q4 		$479K Buy
+4,873
New +$453K 0.13% 189

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Sheets Smith Wealth Management's DLR Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2025, closing a stake of 1,135 shares — an estimated $201K sold.

Sheets Smith Wealth Management first reported a position in DLR in Q4 2016 and held it in 24 quarters. The position peaked at $896K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold DLR as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Digital Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,135 Digital Realty Trust shares in Q1 2025, an estimated $201K.
  • Sheets Smith Wealth Management first reported a position in Digital Realty Trust in Q4 2016 and held it in 24 quarters.
  • Sheets Smith Wealth Management's Digital Realty Trust position peaked at $896K in Q4 2021.
  • 1,178 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.