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Digital Realty Trust shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of Digital Realty Trust (DLR) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management investment in Digital Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Digital Realty Trust held by BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Digital Realty Trust by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 3.1k 172.95
2025-06-30 $505k 2.9k 174.27
2025-03-31 $402k 2.8k 143.31

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J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding Digital Realty Trust

Vanguard Group
BlackRock
Cohen & Steers Capital Management
State Street Corporation
Geode Capital Management
APG Asset Management US
Canada Pension Plan Investment Board
Northern Trust
Ubs Global Asset Management Americas
FMR
Jpmorgan Chase & Co
Dimensional Fund Advisors
Daiwa Securities Group
Invesco
Morgan Stanley

View all funds holding Digital Realty Trust