WR Wealth Planners’s Digital Realty Trust DLR Stock Holding History

WR Wealth Planners’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	$3.19K	Sell	18 -23	-56%	-$4.08K	﹤0.01%	778
2024 Q3	$6.63K	Hold	41	–	–	﹤0.01%	694
2024 Q2	$6.23K	Buy	41 +4	+11%	+$574	﹤0.01%	679
2024 Q1	$5.33K	Buy	+37	New	+$5.23K	﹤0.01%	705
2023 Q4	–	Sell	-27	Closed	-$3.27K	–	350
2023 Q3	$3.27K	Hold	27	–	–	﹤0.01%	724
2023 Q2	$3.07K	Hold	27	–	–	﹤0.01%	736
2023 Q1	$2.65K	Hold	27	–	–	﹤0.01%	748
2022 Q4	$2.71K	Hold	27	–	–	﹤0.01%	374
2022 Q3	$2.68K	Hold	27	–	–	﹤0.01%	369
2022 Q2	$3.5K	Hold	27	–	–	﹤0.01%	380
2022 Q1	$3.83K	Buy	+27	New	+$3.9K	﹤0.01%	379

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's DLR Position: Q4 2024 in Review

WR Wealth Planners reduced its Digital Realty Trust (DLR) stake by 56% in Q4 2024, selling an estimated $4.08K and leaving 18 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

WR Wealth Planners first reported a position in DLR in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.63K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

WR Wealth Planners held 18 shares of Digital Realty Trust worth $3.19K as of Q4 2024.
WR Wealth Planners sold 23 Digital Realty Trust shares in Q4 2024, an estimated $4.08K.
Digital Realty Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #778 holding.
WR Wealth Planners first reported a position in Digital Realty Trust in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Digital Realty Trust position peaked at $6.63K in Q3 2024.
1,213 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.