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Wintrust Investments’s Digital Realty Trust DLR Stock Holding History

Wintrust Investments’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
2024
Q4 		– Sell
-184
Closed -$29K – 445
2024
Q3 		$29K Sell
184
-1,720
-90% -$264K 0.02% 407
2024
Q2 		$289K Buy
1,904
+58
+3% +$8.33K 0.02% 385
2024
Q1 		$266K Buy
+1,846
New +$261K 0.02% 401
2022
Q4 		– Sell
-2,307
Closed -$229K – 377
2022
Q3 		$229K Buy
2,307
+173
+8% +$21.2K 0.03% 359
2022
Q2 		$277K Buy
2,134
+652
+44% +$90.1K 0.03% 316
2022
Q1 		$210K Buy
+1,482
New +$214K 0.02% 385

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wintrust Investments's DLR Position: Q4 2024 in Review

Wintrust Investments sold out of Digital Realty Trust (DLR) in Q4 2024, closing a stake of 184 shares — an estimated $29K sold.

Wintrust Investments first reported a position in DLR in Q1 2022 and held it in 6 quarters. The position peaked at $289K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

  • Wintrust Investments reported no remaining Digital Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 184 Digital Realty Trust shares in Q4 2024, an estimated $29K.
  • Wintrust Investments first reported a position in Digital Realty Trust in Q1 2022 and held it in 6 quarters.
  • Wintrust Investments's Digital Realty Trust position peaked at $289K in Q2 2024.
  • 1,216 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.