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Arkadios Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Arkadios Wealth 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
Q1 		$1.84M Buy
10,210
+287
+3% +$49.1K 0.03% 542
2025
Q4 		$1.54M Buy
9,923
+941
+10% +$155K 0.03% 540
2025
Q3 		$1.55M Buy
8,982
+2,080
+30% +$356K 0.04% 475
2025
Q2 		$1.2M Buy
6,902
+198
+3% +$32.4K 0.04% 500
2025
Q1 		$961K Buy
6,704
+3,085
+85% +$502K 0.04% 472
2024
Q4 		$642K Sell
3,619
-174
-5% -$30.9K 0.04% 455
2024
Q3 		$614K Sell
3,793
-186
-5% -$28.5K 0.03% 472
2024
Q2 		$605K Buy
3,979
+1,866
+88% +$268K 0.04% 413
2024
Q1 		$304K Sell
2,113
-227
-10% -$32.1K 0.02% 537
2023
Q4 		$315K Sell
2,340
-1,911
-45% -$247K 0.03% 510
2023
Q3 		$514K Sell
4,251
-271
-6% -$33.3K 0.05% 333
2023
Q2 		$515K Buy
4,522
+130
+3% +$12.9K 0.06% 298
2023
Q1 		$432K Sell
4,392
-451
-9% -$47.5K 0.05% 340
2022
Q4 		$486K Sell
4,843
-4,931
-50% -$503K 0.06% 288
2022
Q3 		$969K Sell
9,774
-176
-2% -$21.6K 0.15% 158
2022
Q2 		$1.29M Buy
9,950
+287
+3% +$39.6K 0.19% 147
2022
Q1 		$1.37M Buy
9,663
+236
+3% +$34.1K 0.18% 141
2021
Q4 		$1.67M Buy
9,427
+6,318
+203% +$1.01M 0.22% 110
2021
Q3 		$449K Sell
3,109
-580
-16% -$91K 0.06% 316
2021
Q2 		$555K Sell
3,689
-347
-9% -$52.4K 0.07% 303
2021
Q1 		$568K Buy
4,036
+229
+6% +$31.7K 0.09% 228
2020
Q4 		$531K Buy
3,807
+1,980
+108% +$283K 0.11% 189
2020
Q3 		$288K Buy
1,827
+784
+75% +$117K 0.14% 143
2020
Q2 		$153K Buy
1,043
+765
+275% +$108K 0.08% 188
2020
Q1 		$38.6K Buy
278
+73
+36% +$9.28K 0.02% 375
2019
Q4 		$25.9K Buy
+205
New +$25.2K 0.02% 417

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's DLR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Digital Realty Trust (DLR) stake by 2.9% in Q1 2026, buying an estimated $49.1K and bringing the position to 10,210 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #542.

Arkadios Wealth Advisors first reported a position in DLR in Q4 2019 and has held it in 26 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Arkadios Wealth Advisors held 10,210 shares of Digital Realty Trust worth $1.84M as of Q1 2026.
  • Arkadios Wealth Advisors bought 287 Digital Realty Trust shares in Q1 2026, an estimated $49.1K.
  • Digital Realty Trust made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #542 holding.
  • Arkadios Wealth Advisors first reported a position in Digital Realty Trust in Q4 2019 and has held it in 26 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.