XF
DLR icon

XML Financial’s Digital Realty Trust DLR Stock Holding History

XML Financial’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
Q2 		– Sell
-2,449
Closed -$347K – 258
2022
Q1 		$347K Sell
2,449
-74
-3% -$10.7K 0.04% 246
2021
Q4 		$446K Buy
2,523
+75
+3% +$12K 0.05% 214
2021
Q3 		$354K Buy
+2,448
New +$384K 0.05% 237

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

XML Financial's DLR Position: Q2 2022 in Review

XML Financial sold out of Digital Realty Trust (DLR) in Q2 2022, closing a stake of 2,449 shares — an estimated $347K sold.

XML Financial first reported a position in DLR in Q3 2021 and held it in 3 quarters. The position peaked at $446K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold DLR as of Q2 2022.

  • XML Financial reported no remaining Digital Realty Trust position as of Q2 2022 after selling out during the quarter.
  • XML Financial sold 2,449 Digital Realty Trust shares in Q2 2022, an estimated $347K.
  • XML Financial first reported a position in Digital Realty Trust in Q3 2021 and held it in 3 quarters.
  • XML Financial's Digital Realty Trust position peaked at $446K in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2022.

Based on XML Financial's 13F filing for Q2 2022, filed 1 Aug 2022.