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180 Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

180 Wealth Advisors’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Sell
1,234
-128
-9% -$24.5K 0.02% 444
2026
Q1 		$245K Sell
1,362
-38
-3% -$6.5K 0.03% 406
2025
Q4 		$217K Buy
1,400
+23
+2% +$3.78K 0.02% 433
2025
Q3 		$238K Sell
1,377
-63
-4% -$10.8K 0.03% 404
2025
Q2 		$251K Sell
1,440
-3
-0.2% -$491 0.04% 364
2025
Q1 		$207K Buy
1,443
+141
+11% +$22.9K 0.03% 372
2024
Q4 		$231K Sell
1,302
-66
-5% -$11.7K 0.04% 361
2024
Q3 		$221K Buy
1,368
+51
+4% +$7.82K 0.03% 389
2024
Q2 		$208K Buy
+1,317
New +$189K 0.03% 399
2021
Q1 		– Sell
-2,070
Closed -$286K – 349
2020
Q4 		$286K Buy
2,070
+46
+2% +$6.58K 0.08% 235
2020
Q3 		$315K Sell
2,024
-8
-0.4% -$1.2K 0.12% 175
2020
Q2 		$292K Sell
2,032
-43
-2% -$6.09K 0.12% 182
2020
Q1 		$280K Sell
2,075
-474
-19% -$60.3K 0.15% 160
2019
Q4 		$308K Sell
2,549
-1,761
-41% -$217K 0.12% 195
2019
Q3 		$557K Buy
4,310
+420
+11% +$51.1K 0.25% 115
2019
Q2 		$449K Sell
3,890
-1,511
-28% -$180K 0.2% 134
2019
Q1 		$634K Sell
5,401
-1,115
-17% -$124K 0.29% 96
2018
Q4 		$733K Sell
6,516
-230
-3% -$25.4K 0.34% 88
2018
Q3 		$759K Sell
6,746
-722
-10% -$86.4K 0.35% 88
2018
Q2 		$833K Sell
7,468
-786
-10% -$83.4K 0.41% 71
2018
Q1 		$863K Sell
8,254
-677
-8% -$71.4K 0.45% 74
2017
Q4 		$1.02M Buy
+8,931
New +$1.05M 0.52% 58

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

180 Wealth Advisors's DLR Position: Q2 2026 in Review

180 Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 9.4% in Q2 2026, selling an estimated $24.5K and leaving 1,234 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #444.

180 Wealth Advisors first reported a position in DLR in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.02M in Q4 2017. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • 180 Wealth Advisors held 1,234 shares of Digital Realty Trust worth $222K as of Q2 2026.
  • 180 Wealth Advisors sold 128 Digital Realty Trust shares in Q2 2026, an estimated $24.5K.
  • Digital Realty Trust made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #444 holding.
  • 180 Wealth Advisors first reported a position in Digital Realty Trust in Q4 2017 and has held it in 22 quarters since.
  • 180 Wealth Advisors's Digital Realty Trust position peaked at $1.02M in Q4 2017.
  • 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.