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Digital Realty Trust shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Digital Realty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Digital Realty Trust by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 37k 144.04
2023-12-31 $5.5M 41k 134.58
2023-09-30 $4.6M 38k 121.02
2023-06-30 $4.1M 36k 113.87

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Digital Realty Trust

Vanguard Group
Norges Bank Investment Management
Bank of America Corporation
APG Asset Management US
Jpmorgan Chase & Co
Principal Financial Group
Legal & General Group
Daiwa Securities Group
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Goldman Sachs Group
Royal Bank of Canada
Bank of New York Mellon

View all funds holding Digital Realty Trust