Signature Wealth Management Group’s Digital Realty Trust DLR Stock Holding History

Signature Wealth Management Group’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
2024 Q3	–	Sell	-13,553	Closed	-$2.06M	–	105
2024 Q2	$2.06M	Sell	13,553 -173	-1%	-$24.8K	0.9%	39
2024 Q1	$1.88M	Sell	13,726 -447	-3%	-$63.2K	0.85%	40
2023 Q4	$1.91M	Buy	+14,173	New	+$1.83M	0.88%	39
2023 Q2	$3.8M	Buy	33,377 +3,268	+11%	+$323K	1.77%	20
2023 Q1	$2.96M	Buy	30,109 +2,627	+10%	+$277K	1.4%	34
2022 Q4	$2.76M	Buy	27,482 +503	+2%	+$51.3K	1.35%	34
2022 Q3	$2.68M	Buy	26,979 +1,948	+8%	+$239K	1.36%	36
2022 Q2	$3.25M	Sell	25,031 -103	-0.4%	-$14.2K	1.58%	32
2022 Q1	$3.56M	Buy	25,134 +3,260	+15%	+$471K	1.6%	27
2021 Q4	$3.87M	Buy	21,874 +135	+0.6%	+$21.6K	1.95%	13
2021 Q3	$3.14M	Buy	21,739 +61	+0.3%	+$9.57K	1.74%	31
2021 Q2	$3.26M	Sell	21,678 -238	-1%	-$36K	1.82%	26
2021 Q1	$3.09M	Buy	+21,916	New	+$3.03M	1.82%	32

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Signature Wealth Management Group's DLR Position: Q3 2024 in Review

Signature Wealth Management Group sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 13,553 shares — an estimated $2.06M sold.

Signature Wealth Management Group first reported a position in DLR in Q1 2021 and held it in 13 quarters. The position peaked at $3.87M in Q4 2021. 1,110 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

Signature Wealth Management Group reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
Signature Wealth Management Group sold 13,553 Digital Realty Trust shares in Q3 2024, an estimated $2.06M.
Signature Wealth Management Group first reported a position in Digital Realty Trust in Q1 2021 and held it in 13 quarters.
Signature Wealth Management Group's Digital Realty Trust position peaked at $3.87M in Q4 2021.
1,110 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on Signature Wealth Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.