Wilbanks Smith & Thomas Asset Management’s Digital Realty Trust DLR Stock Holding History

Wilbanks Smith & Thomas Asset 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
2022 Q4	–	Sell	-3,683	Closed	-$365K	–	502
2022 Q3	$365K	Buy	3,683 +13	+0.4%	+$1.59K	0.02%	330
2022 Q2	$476K	Buy	3,670 +922	+34%	+$127K	0.02%	306
2022 Q1	$391K	Buy	+2,748	New	+$397K	0.02%	342
2018 Q4	–	Sell	-1,103	Closed	-$124K	–	584
2018 Q3	$124K	Buy	+1,103	New	+$132K	0.01%	494

Other funds holding DLR

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

Cohen & Steers New York $57.6B AUM 8.03% 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

AAMU

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DLR Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Digital Realty Trust (DLR) in Q4 2022, closing a stake of 3,683 shares — an estimated $365K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DLR in Q3 2018 and held it in 4 quarters. The position peaked at $476K in Q2 2022. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Digital Realty Trust position as of Q4 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 3,683 Digital Realty Trust shares in Q4 2022, an estimated $365K.
Wilbanks Smith & Thomas Asset Management first reported a position in Digital Realty Trust in Q3 2018 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's Digital Realty Trust position peaked at $476K in Q2 2022.
964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.