Wipfli Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Wipfli Financial Advisors’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	$214K	Buy	+2,160	New	+$265K	0.02%	428

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

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

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

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

Wipfli Financial Advisors's DLR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Digital Realty Trust (DLR) in Q3 2022: 2,160 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings.

942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

Wipfli Financial Advisors held 2,160 shares of Digital Realty Trust worth $214K as of Q3 2022.
Digital Realty Trust was a new Wipfli Financial Advisors position in Q3 2022.
Digital Realty Trust made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #428 holding.
942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.