Advocate Group’s Digital Realty Trust DLR Stock Holding History

Advocate Group’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	$504K	Sell	2,808 -724	-20%	-$139K	0.08%	95
2026 Q1	$637K	Sell	3,532 -95	-3%	-$16.2K	0.1%	91
2025 Q4	$561K	Sell	3,627 -216	-6%	-$35.5K	0.09%	91
2025 Q3	$664K	Hold	3,843	–	–	0.11%	88
2025 Q2	$670K	Hold	3,843	–	–	0.12%	87
2025 Q1	$551K	Sell	3,843 -112	-3%	-$18.2K	0.1%	88
2024 Q4	$701K	Sell	3,955 -40	-1%	-$7.1K	0.13%	85
2024 Q3	$647K	Sell	3,995 -3	-0.1%	-$460	0.12%	88
2024 Q2	$608K	Hold	3,998	–	–	0.12%	91
2024 Q1	$576K	Sell	3,998 -653	-14%	-$92.3K	0.11%	93
2023 Q4	$626K	Sell	4,651 -259	-5%	-$33.5K	0.13%	90
2023 Q3	$594K	Sell	4,910 -550	-10%	-$67.5K	0.14%	89
2023 Q2	$622K	Sell	5,460 -261	-5%	-$25.8K	0.14%	88
2023 Q1	$562K	Sell	5,721 -1,467	-20%	-$155K	0.12%	90
2022 Q4	$721K	Sell	7,188 -1,607	-18%	-$164K	0.16%	83
2022 Q3	$872K	Sell	8,795 -1,221	-12%	-$150K	0.22%	74
2022 Q2	$1.3M	Buy	+10,016	New	+$1.38M	0.3%	68

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Advocate Group's DLR Position: Q2 2026 in Review

Advocate Group reduced its Digital Realty Trust (DLR) stake by 20% in Q2 2026, selling an estimated $139K and leaving 2,808 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #95.

Advocate Group first reported a position in DLR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q2 2022. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Advocate Group held 2,808 shares of Digital Realty Trust worth $504K as of Q2 2026.
Advocate Group sold 724 Digital Realty Trust shares in Q2 2026, an estimated $139K.
Digital Realty Trust made up 0.08% of Advocate Group's portfolio in Q2 2026, its #95 holding.
Advocate Group first reported a position in Digital Realty Trust in Q2 2022 and has held it in 17 quarters since.
Advocate Group's Digital Realty Trust position peaked at $1.3M in Q2 2022.
517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.