Whitney & Co’s Digital Realty Trust DLR Stock Holding History

Whitney & Co’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
2022 Q1	–	Sell	-1,201	Closed	-$212K	–	137
2021 Q4	$212K	Buy	+1,201	New	+$192K	0.03%	128
2021 Q2	–	Sell	-1,501	Closed	-$211K	–	127
2021 Q1	$211K	Hold	1,501	–	–	0.04%	116
2020 Q4	$219K	Hold	1,501	–	–	0.04%	115
2020 Q3	$220K	Hold	1,501	–	–	0.04%	108
2020 Q2	$213K	Hold	1,501	–	–	0.04%	101
2020 Q1	$209K	Buy	+1,501	New	+$191K	0.05%	96
2018 Q4	–	Sell	-1,570	Closed	-$176K	–	191
2018 Q3	$176K	Hold	1,570	–	–	0.04%	111
2018 Q2	$175K	Sell	1,570 -169	-10%	-$17.9K	0.05%	108
2018 Q1	$183K	Sell	1,739 -227	-12%	-$23.9K	0.05%	110
2017 Q4	$224K	Hold	1,966	–	–	0.06%	106
2017 Q3	$222K	Hold	1,966	–	–	0.07%	101
2017 Q2	$222K	Hold	1,966	–	–	0.07%	104
2017 Q1	$209K	Buy	+1,966	New	+$207K	0.08%	94
2016 Q3	–	Sell	-1,839	Closed	-$200K	–	101
2016 Q2	$200K	Buy	+1,839	New	+$175K	0.08%	103

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Whitney & Co's DLR Position: Q1 2022 in Review

Whitney & Co sold out of Digital Realty Trust (DLR) in Q1 2022, closing a stake of 1,201 shares — an estimated $212K sold.

Whitney & Co first reported a position in DLR in Q2 2016 and held it in 14 quarters. The position peaked at $224K in Q4 2017. 1,029 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

Whitney & Co reported no remaining Digital Realty Trust position as of Q1 2022 after selling out during the quarter.
Whitney & Co sold 1,201 Digital Realty Trust shares in Q1 2022, an estimated $212K.
Whitney & Co first reported a position in Digital Realty Trust in Q2 2016 and held it in 14 quarters.
Whitney & Co's Digital Realty Trust position peaked at $224K in Q4 2017.
1,029 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Whitney & Co's 13F filing for Q1 2022, filed 13 May 2022.