Alteri Wealth’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
$614K Sell
3,420
-132
-4% -$25.3K 0.17% 150
2026
Q1
$640K Buy
3,552
+157
+5% +$26.8K 0.21% 125
2025
Q4
$525K Buy
3,395
+84
+3% +$13.8K 0.17% 148
2025
Q3
$572K Buy
3,311
+338
+11% +$57.8K 0.2% 128
2025
Q2
$518K Buy
2,973
+224
+8% +$36.6K 0.2% 132
2025
Q1
$394K Sell
2,749
-746
-21% -$121K 0.17% 157
2024
Q4
$620K Buy
+3,495
New +$620K 0.17% 90

Other funds holding DLR

Alteri Wealth's DLR Position: Q2 2026 in Review

Alteri Wealth reduced its Digital Realty Trust (DLR) stake by 3.7% in Q2 2026, selling an estimated $25.3K and leaving 3,420 shares worth $614K. The position accounts for 0.17% of the portfolio, ranked #150.

Alteri Wealth first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $640K in Q1 2026. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Alteri Wealth held 3,420 shares of Digital Realty Trust worth $614K as of Q2 2026.
  • Alteri Wealth sold 132 Digital Realty Trust shares in Q2 2026, an estimated $25.3K.
  • Digital Realty Trust made up 0.17% of Alteri Wealth's portfolio in Q2 2026, its #150 holding.
  • Alteri Wealth first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Digital Realty Trust position peaked at $640K in Q1 2026.
  • 517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.