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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
Q2 		$1.41M Sell
7,836
-2,374
-23% -$455K 0.02% 669
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Arkadios Wealth Advisors's DLR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 23% in Q2 2026, selling an estimated $455K and leaving 7,836 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #669.

Arkadios Wealth Advisors first reported a position in DLR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.84M in Q1 2026. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Arkadios Wealth Advisors held 7,836 shares of Digital Realty Trust worth $1.41M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,374 Digital Realty Trust shares in Q2 2026, an estimated $455K.
  • Digital Realty Trust made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #669 holding.
  • Arkadios Wealth Advisors first reported a position in Digital Realty Trust in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Digital Realty Trust position peaked at $1.84M in Q1 2026.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.