Digital Realty Trust shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Digital Realty Trust (DLR) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Digital Realty Trust
Tip: Access up to 7 years of quarterly data
All positions including Digital Realty Trust held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Digital Realty Trust by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.3M | 37k | 144.04 |
| 2023-12-31 | $4.8M | 36k | 134.58 |
| 2023-09-30 | $4.3M | 36k | 121.02 |
| 2023-06-30 | $4.0M | 35k | 113.87 |
| 2023-03-31 | $3.2M | 32k | 98.31 |
| 2022-12-31 | $3.2M | 32k | 100.27 |
| 2022-09-30 | $1.9M | 19k | 99.19 |
| 2022-06-30 | $2.4M | 18k | 129.85 |
| 2022-03-31 | $2.4M | 17k | 141.80 |
| 2021-12-31 | $2.9M | 17k | 176.88 |
| 2021-09-30 | $2.3M | 16k | 144.42 |
| 2021-06-30 | $2.4M | 16k | 150.45 |
| 2021-03-31 | $2.2M | 16k | 140.82 |
| 2020-12-31 | $2.0M | 14k | 139.51 |
| 2020-09-30 | $2.0M | 14k | 146.73 |
| 2020-06-30 | $1.9M | 14k | 142.11 |
| 2020-03-31 | $1.8M | 13k | 138.89 |
| 2019-12-31 | $1.5M | 13k | 119.71 |
| 2019-09-30 | $1.6M | 13k | 129.83 |
| 2019-06-30 | $1.5M | 13k | 117.75 |
| 2019-03-31 | $1.5M | 13k | 119.00 |
| 2018-12-31 | $1.3M | 13k | 106.58 |
| 2018-09-30 | $1.3M | 12k | 112.51 |
| 2018-06-30 | $1.4M | 12k | 111.61 |
| 2018-03-31 | $1.3M | 12k | 105.36 |
| 2017-12-31 | $1.3M | 12k | 113.86 |
| 2017-09-30 | $1.3M | 11k | 118.29 |
| 2017-06-30 | $1.3M | 11k | 112.92 |
| 2017-03-31 | $1.2M | 11k | 106.41 |
| 2016-12-31 | $1.1M | 11k | 98.23 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management