Annis Gardner Whiting Capital Advisors’s Digital Realty Trust DLR Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-96	Closed	-$17.3K	–	570
2026 Q1	$17.3K	Sell	96 -260	-73%	-$44.4K	﹤0.01%	770
2025 Q4	$55.5K	Sell	356 -47	-12%	-$7.72K	0.01%	507
2025 Q3	$69.7K	Sell	403 -97	-19%	-$16.6K	0.01%	442
2025 Q2	$87.2K	Buy	500 +61	+14%	+$9.97K	0.03%	326
2025 Q1	$62.9K	Sell	439 -46	-9%	-$7.48K	0.03%	329
2024 Q4	$86.5K	Buy	485 +46	+10%	+$8.16K	0.02%	289
2024 Q3	$71K	Sell	439 -27	-6%	-$4.14K	0.02%	328
2024 Q2	$70.9K	Buy	466 +23	+5%	+$3.3K	0.02%	351
2024 Q1	$63.8K	Buy	443 +51	+13%	+$7.21K	0.02%	349
2023 Q4	$53.2K	Hold	392	–	–	0.02%	297
2023 Q3	$47.4K	Buy	+392	New	+$48.1K	0.03%	291

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's DLR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Digital Realty Trust (DLR) in Q2 2026, closing a stake of 96 shares — an estimated $17.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DLR in Q3 2023 and held it in 11 quarters. The position peaked at $87.2K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Digital Realty Trust position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 96 Digital Realty Trust shares in Q2 2026, an estimated $17.3K.
Annis Gardner Whiting Capital Advisors first reported a position in Digital Realty Trust in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Digital Realty Trust position peaked at $87.2K in Q2 2025.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.