Tyler-Stone Wealth Management’s Digital Realty Trust DLR Stock Holding History

Tyler-Stone 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 Q2	–	Sell	-142	Closed	-$20.5K	–	992
2024 Q1	$20.5K	Hold	142	–	–	0.01%	523
2023 Q4	$19.1K	Hold	142	–	–	0.01%	509
2023 Q3	$17K	Hold	142	–	–	0.01%	503
2023 Q2	$16K	Buy	+142	New	+$14K	0.01%	514
2022 Q4	$14K	Hold	142	–	–	0.01%	497
2022 Q3	$14K	Hold	142	–	–	0.01%	483
2022 Q2	$18K	Hold	142	–	–	0.01%	459
2022 Q1	$20K	Hold	142	–	–	0.01%	469
2021 Q4	$25K	Buy	+142	New	+$22.7K	0.01%	467

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

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

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

Tyler-Stone Wealth Management's DLR Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2024, closing a stake of 142 shares — an estimated $20.5K sold.

Tyler-Stone Wealth Management first reported a position in DLR in Q4 2021 and held it in 9 quarters. The position peaked at $25K in Q4 2021. 1,087 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

Tyler-Stone Wealth Management reported no remaining Digital Realty Trust position as of Q2 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 142 Digital Realty Trust shares in Q2 2024, an estimated $20.5K.
Tyler-Stone Wealth Management first reported a position in Digital Realty Trust in Q4 2021 and held it in 9 quarters.
Tyler-Stone Wealth Management's Digital Realty Trust position peaked at $25K in Q4 2021.
1,087 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.