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Sugarloaf Wealth Management’s Digital Realty Trust DLR Stock Holding History

Sugarloaf 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
2024
Q4 		$38.7K Hold
218
– – 0.01% 328
2024
Q3 		$35.3K Hold
218
– – 0.01% 344
2024
Q2 		$33.1K Hold
218
– – 0.01% 337
2024
Q1 		$31.4K Buy
218
+1
+0.5% +$141 0.01% 347
2023
Q4 		$29.2K Hold
217
– – 0.01% 344
2023
Q3 		$26.3K Hold
217
– – 0.01% 356
2023
Q2 		$24.7K Buy
217
+1
+0.5% +$99 0.01% 367
2023
Q1 		$21.3K Sell
216
-95
-31% -$10K 0.01% 383
2022
Q4 		$31.2K Buy
311
+9
+3% +$918 0.01% 348
2022
Q3 		$30K Buy
302
+2
+0.7% +$245 0.01% 367
2022
Q2 		$39K Sell
300
-207
-41% -$28.6K 0.01% 321
2022
Q1 		$72K Buy
507
+209
+70% +$30.2K 0.02% 231
2021
Q4 		$53K Hold
298
– – 0.01% 286
2021
Q3 		$43K Buy
298
+1
+0.3% +$157 0.01% 294
2021
Q2 		$45K Buy
297
+2
+0.7% +$302 0.01% 285
2021
Q1 		$42 Sell
295
-91
-24% -$12.6K 0.01% 294
2020
Q4 		$54K Buy
386
+92
+31% +$13.2K 0.02% 246
2020
Q3 		$43K Sell
294
-6
-2% -$899 0.02% 255
2020
Q2 		$43K Buy
300
+8
+3% +$1.13K 0.02% 258
2020
Q1 		$41K Buy
292
+26
+10% +$3.31K 0.02% 243
2019
Q4 		$32K Buy
+266
New +$32.7K 0.01% 302

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
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's DLR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Digital Realty Trust (DLR) position steady in Q4 2024 at 218 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #328.

Sugarloaf Wealth Management first reported a position in DLR in Q4 2019 and has held it in 21 quarters since. The position peaked at $72K in Q1 2022. 1,212 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

  • Sugarloaf Wealth Management held 218 shares of Digital Realty Trust worth $38.7K as of Q4 2024.
  • Sugarloaf Wealth Management left its Digital Realty Trust share count unchanged in Q4 2024.
  • Digital Realty Trust made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #328 holding.
  • Sugarloaf Wealth Management first reported a position in Digital Realty Trust in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Digital Realty Trust position peaked at $72K in Q1 2022.
  • 1,212 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.