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DLR icon

Surevest’s Digital Realty Trust DLR Stock Holding History

Surevest’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
2022
Q3 		– Sell
-11
Closed -$1K – 527
2022
Q2 		$1K Hold
11
– – ﹤0.01% 473
2022
Q1 		$2K Hold
11
– – ﹤0.01% 395
2021
Q4 		$2K Buy
+11
New +$1.76K ﹤0.01% 401
2020
Q1 		– Sell
-17,020
Closed -$2.04M – 108
2019
Q4 		$2.04M Buy
17,020
+1,396
+9% +$172K 0.87% 52
2019
Q3 		$2.03M Buy
15,624
+1,338
+9% +$163K 1% 33
2019
Q2 		$1.68M Buy
14,286
+8,767
+159% +$1.04M 0.87% 36
2019
Q1 		$657K Buy
5,519
+2,979
+117% +$332K 0.4% 81
2018
Q4 		$271K Buy
+2,540
New +$281K 0.21% 102

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Surevest's DLR Position: Q3 2022 in Review

Surevest sold out of Digital Realty Trust (DLR) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Surevest first reported a position in DLR in Q4 2018 and held it in 8 quarters. The position peaked at $2.04M in Q4 2019. 942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

  • Surevest reported no remaining Digital Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 11 Digital Realty Trust shares in Q3 2022, an estimated $1K.
  • Surevest first reported a position in Digital Realty Trust in Q4 2018 and held it in 8 quarters.
  • Surevest's Digital Realty Trust position peaked at $2.04M in Q4 2019.
  • 942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.