WAM
DLR icon

Wealthspire Advisors (Maryland)’s Digital Realty Trust DLR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.14M Buy
7,788
+104
+1% +$15.6K 0.04% 180
2020
Q2 		$1.09M Buy
7,684
+263
+4% +$37.2K 0.08% 150
2020
Q1 		$1.03M Sell
7,421
-888
-11% -$113K 0.09% 129
2019
Q4 		$995K Sell
8,309
-40
-0.5% -$4.92K 0.07% 174
2019
Q3 		$1.08M Buy
8,349
+2,480
+42% +$302K 0.08% 133
2019
Q2 		$691K Buy
5,869
+4,554
+346% +$542K 0.05% 200
2019
Q1 		$156K Sell
1,315
-23
-2% -$2.57K 0.01% 497
2018
Q4 		$143K Sell
1,338
-287
-18% -$31.7K 0.01% 496
2018
Q3 		$183K Buy
1,625
+46
+3% +$5.51K 0.02% 486
2018
Q2 		$176K Sell
1,579
-277
-15% -$29.4K 0.02% 500
2018
Q1 		$196K Sell
1,856
-83
-4% -$8.76K 0.02% 476
2017
Q4 		$221K Sell
1,939
-104
-5% -$12.2K 0.02% 448
2017
Q3 		$242K Buy
2,043
+364
+22% +$42.1K 0.03% 413
2017
Q2 		$190K Sell
1,679
-256
-13% -$29.3K 0.02% 464
2017
Q1 		$206K Sell
1,935
-315
-14% -$33.1K 0.03% 381
2016
Q4 		$221K Sell
2,250
-131
-6% -$12.2K 0.03% 344
2016
Q3 		$231K Sell
2,381
-1,008
-30% -$103K 0.04% 336
2016
Q2 		$369K Sell
3,389
-100
-3% -$9.49K 0.06% 211
2016
Q1 		$309K Sell
3,489
-1,162
-25% -$94.1K 0.05% 247
2015
Q4 		$352K Buy
+4,651
New +$335K 0.07% 217

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DLR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Digital Realty Trust (DLR) stake by 1.4% in Q3 2020, buying an estimated $15.6K and bringing the position to 7,788 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #180.

Wealthspire Advisors (Maryland) first reported a position in DLR in Q4 2015 and has held it in 20 quarters since. 889 funds tracked by Wall St. Rank hold DLR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,788 shares of Digital Realty Trust worth $1.14M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 104 Digital Realty Trust shares in Q3 2020, an estimated $15.6K.
  • Digital Realty Trust made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #180 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Digital Realty Trust in Q4 2015 and has held it in 20 quarters since.
  • 889 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.