Arista Wealth Management’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
$713K Hold
3,972
0.08% 134
2026
Q1
$716K Buy
3,972
+14
+0.4% +$2.39K 0.09% 126
2025
Q4
$612K Hold
3,958
0.08% 124
2025
Q3
$684K Hold
3,958
0.09% 119
2025
Q2
$690K Buy
+3,958
New +$647K 0.1% 117

Other funds holding DLR

Arista Wealth Management's DLR Position: Q2 2026 in Review

Arista Wealth Management held its Digital Realty Trust (DLR) position steady in Q2 2026 at 3,972 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #134.

Arista Wealth Management first reported a position in DLR in Q2 2025 and has held it in 5 quarters since. The position peaked at $716K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Arista Wealth Management held 3,972 shares of Digital Realty Trust worth $713K as of Q2 2026.
  • Arista Wealth Management left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.08% of Arista Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Arista Wealth Management first reported a position in Digital Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's Digital Realty Trust position peaked at $716K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.