Ownership history in Core Wealth Partners LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in DIGITAL RLTY TR INC (DLR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Core Wealth Partners LLC outperformed the S&P 500 by +0.4% annually on this DLR position. Timing score: 60% (3/5 decisions correct). Average cost basis: $162.04. Maximum drawdown during holding period: β18.5%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $139.23 (2025 Q1) Β· Worst: $170.86 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size