Unique Wealth Strategies’s Digital Realty Trust DLR Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-10	Closed	-$1.44K	–	334
2024 Q2	$1.44K	Buy	+10	New	+$1.44K	﹤0.01%	514

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

Norges Bank Oslo, Norway $935B AUM

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Unique Wealth Strategies's DLR Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 10 shares — an estimated $1.44K sold.

Unique Wealth Strategies first reported a position in DLR in Q2 2024 and held it in 1 quarter. The position peaked at $1.44K in Q2 2024. 1,110 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

Unique Wealth Strategies reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 10 Digital Realty Trust shares in Q3 2024, an estimated $1.44K.
Unique Wealth Strategies first reported a position in Digital Realty Trust in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Digital Realty Trust position peaked at $1.44K in Q2 2024.
1,110 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.