Sutton Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Sutton Wealth 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
2023 Q3	$24.9K	Sell	206 -5	-2%	-$614	0.01%	328
2023 Q2	$24K	Buy	211 +97	+85%	+$9.6K	0.01%	327
2023 Q1	$11.2K	Sell	114 -164	-59%	-$17.3K	0.01%	401
2022 Q4	$27.9K	Buy	278 +94	+51%	+$9.59K	0.01%	572
2022 Q3	$18.2K	Sell	184 -28	-13%	-$3.43K	0.01%	691
2022 Q2	$27.5K	Buy	212 +3	+1%	+$414	0.01%	558
2022 Q1	$29.6K	Hold	209	–	–	0.01%	582
2021 Q4	$37K	Hold	209	–	–	0.01%	508
2021 Q3	$30.2K	Buy	209 +7	+3%	+$1.1K	0.01%	553
2021 Q2	$30.4K	Hold	202	–	–	0.01%	572
2021 Q1	$28.4K	Hold	202	–	–	0.01%	569
2020 Q4	$28.2K	Buy	202 +3	+2%	+$429	0.01%	513
2020 Q3	$29.2K	Hold	199	–	–	0.01%	438
2020 Q2	$28.3K	Buy	199 +23	+13%	+$3.26K	0.01%	438
2020 Q1	$24.4K	Buy	176 +4	+2%	+$509	0.02%	422
2019 Q4	$20.6K	Hold	172	–	–	0.01%	595
2019 Q3	$22.3K	Hold	172	–	–	0.01%	547
2019 Q2	$20.3K	Hold	172	–	–	0.01%	579
2019 Q1	$20.5K	Hold	172	–	–	0.01%	565
2018 Q4	$18.3K	Buy	172 +14	+9%	+$1.55K	0.01%	548
2018 Q3	$17.8K	Hold	158	–	–	0.01%	634
2018 Q2	$17.6K	Hold	158	–	–	0.01%	637
2018 Q1	$16.6K	Buy	158 +25	+19%	+$2.64K	0.01%	642
2017 Q4	$15.1K	Hold	133	–	–	0.01%	657
2017 Q3	$15.7K	Hold	133	–	–	0.01%	620
2017 Q2	$15K	Hold	133	–	–	0.01%	633
2017 Q1	$14.2K	Hold	133	–	–	0.01%	629
2016 Q4	$13.1K	Hold	133	–	–	0.01%	621
2016 Q3	$12.9K	Hold	133	–	–	0.01%	588
2016 Q2	$14.5K	Hold	133	–	–	0.01%	530
2016 Q1	$11.8K	Buy	+133	New	+$10.8K	0.01%	568

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's DLR Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 2.4% in Q3 2023, selling an estimated $614 and leaving 206 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #328.

Sutton Wealth Advisors first reported a position in DLR in Q1 2016 and has held it in 31 quarters since. The position peaked at $37K in Q4 2021. 948 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

Sutton Wealth Advisors held 206 shares of Digital Realty Trust worth $24.9K as of Q3 2023.
Sutton Wealth Advisors sold 5 Digital Realty Trust shares in Q3 2023, an estimated $614.
Digital Realty Trust made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #328 holding.
Sutton Wealth Advisors first reported a position in Digital Realty Trust in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Digital Realty Trust position peaked at $37K in Q4 2021.
948 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.