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Digital Realty Trust shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Digital Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Digital Realty Trust held by Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 8.8k 161.81
2024-06-30 $1.6M 11k 152.05
2024-03-31 $947k 6.6k 144.04
2023-12-31 $1.3M 9.5k 134.58
2023-09-30 $805k 6.7k 121.02

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View all positions for Kingswood Wealth Advisors

Top funds holding Digital Realty Trust

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
State Street Corporation
Jpmorgan Chase & Co
Bank of America Corporation
APG Asset Management US
Geode Capital Management
Daiwa Securities Group
Canada Pension Plan Investment Board
Dimensional Fund Advisors
Morgan Stanley
Principal Financial Group
Charles Schwab Investment Management

View all funds holding Digital Realty Trust