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Wills Financial Group’s Digital Realty Trust DLR Stock Holding History

Wills Financial Group’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
Q3 		– Sell
-1,916
Closed -$249K – 61
2022
Q2 		$249K Sell
1,916
-515
-21% -$71.1K 0.12% 56
2022
Q1 		$345K Sell
2,431
-99
-4% -$14.3K 0.14% 53
2021
Q4 		$447K Hold
2,530
– – 0.18% 56
2021
Q3 		$365K Sell
2,530
-37
-1% -$5.8K 0.16% 55
2021
Q2 		$386K Sell
2,567
-50
-2% -$7.56K 0.17% 57
2021
Q1 		$368K Hold
2,617
– – 0.18% 53
2020
Q4 		$365K Buy
2,617
+14
+0.5% +$2K 0.18% 51
2020
Q3 		$382K Sell
2,603
-73
-3% -$10.9K 0.22% 45
2020
Q2 		$380K Buy
2,676
+2
+0.1% +$283 0.24% 46
2020
Q1 		$371K Sell
2,674
-71
-3% -$9.03K 0.26% 45
2019
Q4 		$328K Buy
2,745
+153
+6% +$18.8K 0.19% 55
2019
Q3 		$336K Buy
2,592
+2
+0.1% +$243 0.22% 48
2019
Q2 		$305K Sell
2,590
-122
-4% -$14.5K 0.2% 50
2019
Q1 		$322K Hold
2,712
– – 0.22% 50
2018
Q4 		$288K Hold
2,712
– – 0.22% 52
2018
Q3 		$305K Hold
2,712
– – 0.2% 62
2018
Q2 		$302K Buy
2,712
+137
+5% +$14.5K 0.22% 62
2018
Q1 		$271K Buy
2,575
+475
+23% +$50.1K 0.2% 63
2017
Q4 		$239K Hold
2,100
– – 0.17% 66
2017
Q3 		$248K Buy
+2,100
New +$243K 0.18% 64

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wills Financial Group's DLR Position: Q3 2022 in Review

Wills Financial Group sold out of Digital Realty Trust (DLR) in Q3 2022, closing a stake of 1,916 shares — an estimated $249K sold.

Wills Financial Group first reported a position in DLR in Q3 2017 and held it in 20 quarters. The position peaked at $447K in Q4 2021. 942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

  • Wills Financial Group reported no remaining Digital Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Wills Financial Group sold 1,916 Digital Realty Trust shares in Q3 2022, an estimated $249K.
  • Wills Financial Group first reported a position in Digital Realty Trust in Q3 2017 and held it in 20 quarters.
  • Wills Financial Group's Digital Realty Trust position peaked at $447K in Q4 2021.
  • 942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on Wills Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.