A detailed history of Ep Wealth Advisors, LLC transactions in Digital Realty Trust, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,533 shares of DLR stock, worth $887,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,533
Previous 4,301 5.39%
Holding current value
$887,062
Previous $653,000 12.25%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$144.47 - $162.98 $33,517 - $37,811
232 Added 5.39%
4,533 $733,000
Q2 2024

Aug 19, 2024

SELL
$135.75 - $152.05 $2,579 - $2,888
-19 Reduced 0.44%
4,301 $653,000
Q1 2024

May 14, 2024

SELL
$130.83 - $153.71 $13,344 - $15,678
-102 Reduced 2.31%
4,320 $622,000
Q4 2023

Feb 28, 2024

BUY
$115.15 - $138.78 $6,678 - $8,049
58 Added 1.33%
4,422 $595,000
Q3 2023

Nov 22, 2023

BUY
$113.8 - $132.11 $117,441 - $136,337
1,032 Added 30.97%
4,364 $528,000
Q2 2023

Aug 14, 2023

SELL
$86.49 - $113.87 $4.3 Million - $5.66 Million
-49,720 Reduced 93.72%
3,332 $379,000
Q1 2023

Jun 05, 2023

BUY
$91.42 - $119.92 $4.85 Million - $6.36 Million
53,052 New
53,052 $5.22 Million
Q4 2022

Jun 12, 2023

SELL
$89.68 - $112.43 $4.52 Million - $5.66 Million
-50,363 Reduced 94.93%
2,689 $269,000
Q2 2022

Aug 11, 2022

BUY
$124.57 - $152.67 $10,214 - $12,518
82 Added 2.78%
3,031 $394,000
Q1 2022

May 20, 2022

SELL
$132.23 - $175.09 $10,842 - $14,357
-82 Reduced 2.71%
2,949 $418,000
Q4 2021

Feb 17, 2022

SELL
$139.73 - $176.87 $33,116 - $41,918
-237 Reduced 7.25%
3,031 $536,000
Q3 2021

Nov 23, 2021

SELL
$144.45 - $168.0 $494,307 - $574,896
-3,422 Reduced 51.15%
3,268 $472,000
Q3 2021

Nov 16, 2021

BUY
$144.45 - $168.0 $501,241 - $582,960
3,470 Added 107.76%
6,690 $472,000
Q2 2021

Aug 24, 2021

BUY
$141.26 - $163.94 $6,497 - $7,541
46 Added 1.45%
3,220 $485,000
Q1 2021

May 17, 2021

SELL
$125.66 - $149.17 $115,732 - $137,385
-921 Reduced 22.49%
3,174 $447,000
Q4 2020

Feb 18, 2021

BUY
$128.09 - $159.06 $118,739 - $147,448
927 Added 29.26%
4,095 $571,000
Q3 2020

Nov 17, 2020

BUY
$139.19 - $161.1 $440,953 - $510,364
3,168 New
3,168 $465,000
Q2 2020

Aug 14, 2020

SELL
$130.75 - $154.23 $470,961 - $555,536
-3,602 Closed
0 $450,000
Q1 2020

May 18, 2020

SELL
$107.9 - $143.34 $150,088 - $199,385
-1,391 Reduced 27.86%
3,602 $500,000
Q4 2019

Feb 14, 2020

BUY
$113.71 - $135.74 $567,754 - $677,749
4,993 New
4,993 $598,000

Others Institutions Holding DLR

About DIGITAL REALTY TRUST, INC.


  • Ticker DLR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 287,508,992
  • Market Cap $56.3B
  • Description
  • Digital Realty supports the world's leading enterprises and service providers by delivering the full spectrum of data center, colocation and interconnection solutions. PlatformDIGITALR, the company's global data center platform, provides customers a trusted foundation and proven Pervasive Datacenter Architecture PDxTM solution methodology for sc...
More about DLR
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