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Trivant Custom Portfolio Group’s Digital Realty Trust DLR Stock Holding History

Trivant Custom Portfolio 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
2025
Q2 		– Sell
-50
Closed -$7.17K – 127
2025
Q1 		$7.17K Hold
50
– – ﹤0.01% 160
2024
Q4 		$8.87K Buy
+50
New +$8.87K 0.01% 155

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trivant Custom Portfolio Group's DLR Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 50 shares — an estimated $7.17K sold.

Trivant Custom Portfolio Group first reported a position in DLR in Q4 2024 and held it in 2 quarters. The position peaked at $8.87K in Q4 2024. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 50 Digital Realty Trust shares in Q2 2025, an estimated $7.17K.
  • Trivant Custom Portfolio Group first reported a position in Digital Realty Trust in Q4 2024 and held it in 2 quarters.
  • Trivant Custom Portfolio Group's Digital Realty Trust position peaked at $8.87K in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.