Wealthspire Advisors, LLC Digital Realty Trust, Inc. Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Digital Realty Trust, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,746 shares of DLR stock, worth $856,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,746

Previous 4,684 1.32%

Holding current value

$856,178

Previous $712,000 7.87%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$144.47 - $162.98 $8,957 - $10,104	62 Added 1.32%	4,746 $768,000
Q2 2024 Aug 08, 2024	SELL	$135.75 - $152.05 $10,045 - $11,251	-74 Reduced 1.56%	4,684 $712,000
Q1 2024 May 06, 2024	SELL	$130.83 - $153.71 $12,952 - $15,217	-99 Reduced 2.04%	4,758 $685,000
Q4 2023 Feb 06, 2024	BUY	$115.15 - $138.78 $31,666 - $38,164	275 Added 6.0%	4,857 $653,000
Q3 2023 Nov 06, 2023	SELL	$113.8 - $132.11 $123,131 - $142,943	-1,082 Reduced 19.1%	4,582 $554,000
Q2 2023 Jul 31, 2023	SELL	$86.49 - $113.87 $3,027 - $3,985	-35 Reduced 0.61%	5,664 $644,000
Q1 2023 May 09, 2023	SELL	$91.42 - $119.92 $78,712 - $103,251	-861 Reduced 13.13%	5,699 $560,000
Q4 2022 Feb 13, 2023	BUY	$89.68 - $112.43 $66,094 - $82,860	737 Added 12.66%	6,560 $657,000
Q3 2022 Nov 14, 2022	SELL	$23.5 - $136.93 $11,585 - $67,506	-493 Reduced 7.81%	5,823 $578,000
Q2 2022 Aug 09, 2022	BUY	$124.57 - $152.67 $82,963 - $101,678	666 Added 11.79%	6,316 $820,000
Q1 2022 May 09, 2022	SELL	$132.23 - $175.09 $101,155 - $133,943	-765 Reduced 11.93%	5,650 $801,000
Q4 2021 Feb 14, 2022	BUY	$139.73 - $176.87 $13,274 - $16,802	95 Added 1.5%	6,415 $1.14 Million
Q3 2021 Nov 15, 2021	BUY	$144.45 - $168.0 $101,837 - $118,440	705 Added 12.56%	6,320 $913,000
Q2 2021 Aug 13, 2021	SELL	$141.26 - $163.94 $660,814 - $766,911	-4,678 Reduced 45.45%	5,615 $845,000
Q1 2021 May 17, 2021	BUY	$125.66 - $149.17 $84,946 - $100,838	676 Added 7.03%	10,293 $1.45 Million
Q4 2020 Feb 16, 2021	BUY	$128.09 - $159.06 $947,353 - $1.18 Million	7,396 Added 333.0%	9,617 $1.34 Million
Q3 2020 Nov 16, 2020	BUY	$139.19 - $161.1 $95,205 - $110,192	684 Added 44.5%	2,221 $326,000
Q2 2020 Aug 14, 2020	SELL	$130.75 - $154.23 $947,937 - $1.12 Million	-7,250 Reduced 82.51%	1,537 $218,000
Q1 2020 May 12, 2020	BUY	$107.9 - $143.34 $948,117 - $1.26 Million	8,787 New	8,787 $1.22 Million
Q1 2019 May 08, 2019	SELL	$101.83 - $119.64 $17,005 - $19,979	-167 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$102.41 - $116.9 $17,102 - $19,522	167 New	167 $18,000

Others Institutions Holding DLR

# of Institutions

1,224

Shares Held

298M

Call Options Held

2.54M

Put Options Held

3.25M

View Full List

About DIGITAL REALTY TRUST, INC.

Ticker DLR
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 287,508,992
Market Cap $51.9B
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...

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Wealthspire Advisors, LLC Digital Realty Trust, Inc. Transaction History