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Digital Realty Trust shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Digital Realty Trust (DLR) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Digital Realty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Digital Realty Trust by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $722k 6.0k 119.95
2019-09-30 $982k 7.6k 129.62
2019-06-30 $1.4M 12k 117.88
2019-03-31 $1.2M 10k 118.92
2018-12-31 $891k 8.4k 106.34

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Digital Realty Trust

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Bank of America Corporation
APG Asset Management US
Jpmorgan Chase & Co
Geode Capital Management
FMR
Legal & General Group
Principal Financial Group
Dimensional Fund Advisors
Morgan Stanley
Daiwa Securities Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Digital Realty Trust