WealthPLAN Partners’s Digital Realty Trust DLR Stock Holding History

WealthPLAN Partners’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	–	Sell	-706	Closed	-$80.4K	–	500
2023 Q2	$80.4K	Hold	706	–	–	0.01%	428
2023 Q1	$69.4K	Buy	+706	New	+$74.4K	0.01%	496

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's DLR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Digital Realty Trust (DLR) in Q3 2023, closing a stake of 706 shares — an estimated $80.4K sold.

WealthPLAN Partners first reported a position in DLR in Q1 2023 and held it in 2 quarters. The position peaked at $80.4K in Q2 2023. 948 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

WealthPLAN Partners reported no remaining Digital Realty Trust position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 706 Digital Realty Trust shares in Q3 2023, an estimated $80.4K.
WealthPLAN Partners first reported a position in Digital Realty Trust in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Digital Realty Trust position peaked at $80.4K in Q2 2023.
948 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.