Allworth Financial’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.05M | Sell |
44,829
-10,157
| -18% | -$1.95M | 0.03% | 269 |
|
|
2026
Q1 | $9.91M | Buy |
54,986
+122
| +0.2% | +$20.9K | 0.04% | 251 |
|
|
2025
Q4 | $8.49M | Buy |
54,864
+425
| +0.8% | +$69.8K | 0.03% | 261 |
|
|
2025
Q3 | $9.41M | Buy |
54,439
+1,329
| +3% | +$227K | 0.04% | 219 |
|
|
2025
Q2 | $9.26M | Buy |
53,110
+11,175
| +27% | +$1.83M | 0.04% | 212 |
|
|
2025
Q1 | $6.45M | Buy |
41,935
+2,226
| +6% | +$362K | 0.04% | 233 |
|
|
2024
Q4 | $7.24M | Sell |
39,709
-247
| -0.6% | -$43.8K | 0.04% | 213 |
|
|
2024
Q3 | $6.47M | Buy |
39,956
+23
| +0.1% | +$3.53K | 0.04% | 181 |
|
|
2024
Q2 | $6.2M | Sell |
39,933
-2,777
| -7% | -$399K | 0.04% | 190 |
|
|
2024
Q1 | $6.15M | Sell |
42,710
-693
| -2% | -$97.9K | 0.04% | 170 |
|
|
2023
Q4 | $5.84M | Buy |
43,403
+42,715
| +6,209% | +$5.52M | 0.04% | 171 |
|
|
2023
Q3 | $83.3K | Sell |
688
-328
| -32% | -$40.3K | ﹤0.01% | 948 |
|
|
2023
Q2 | $116K | Buy |
1,016
+43
| +4% | +$4.25K | ﹤0.01% | 847 |
|
|
2023
Q1 | $95.7K | Sell |
973
-351
| -27% | -$37K | ﹤0.01% | 871 |
|
|
2022
Q4 | $133K | Sell |
1,324
-272
| -17% | -$27.8K | ﹤0.01% | 731 |
|
|
2022
Q3 | $158K | Sell |
1,596
-266
| -14% | -$32.6K | ﹤0.01% | 648 |
|
|
2022
Q2 | $242K | Buy |
1,862
+1,400
| +303% | +$193K | ﹤0.01% | 523 |
|
|
2022
Q1 | $66K | Sell |
462
-57
| -11% | -$8.24K | ﹤0.01% | 819 |
|
|
2021
Q4 | $92K | Buy |
519
+198
| +62% | +$31.7K | ﹤0.01% | 696 |
|
|
2021
Q3 | $46K | Hold |
321
| – | – | ﹤0.01% | 800 |
|
|
2021
Q2 | $48K | Hold |
321
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $45K | Sell |
321
-22
| -6% | -$3.04K | ﹤0.01% | 596 |
|
|
2020
Q4 | $48K | Buy |
343
+29
| +9% | +$4.15K | ﹤0.01% | 487 |
|
|
2020
Q3 | $46K | Buy |
314
+13
| +4% | +$1.95K | ﹤0.01% | 430 |
|
|
2020
Q2 | $43K | Hold |
301
| – | – | ﹤0.01% | 445 |
|
|
2020
Q1 | $42K | Hold |
301
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $36K | Hold |
301
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $39K | Buy |
+301
| New | +$36.6K | ﹤0.01% | 365 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 375 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 362 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 343 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 342 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 391 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 367 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 361 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 396 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 417 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 406 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 367 |
|
Other funds holding DLR
AAMU
Allworth Financial's DLR Position: Q2 2026 in Review
Allworth Financial reduced its Digital Realty Trust (DLR) stake by 18% in Q2 2026, selling an estimated $1.95M and leaving 44,829 shares worth $8.05M. The position accounts for 0.03% of the portfolio, ranked #269.
Allworth Financial first reported a position in DLR in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.91M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Allworth Financial held 44,829 shares of Digital Realty Trust worth $8.05M as of Q2 2026.
- Allworth Financial sold 10,157 Digital Realty Trust shares in Q2 2026, an estimated $1.95M.
- Digital Realty Trust made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #269 holding.
- Allworth Financial first reported a position in Digital Realty Trust in Q3 2019 and has held it in 28 quarters since.
- Allworth Financial's Digital Realty Trust position peaked at $9.91M in Q1 2026.
- 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.