Avantax Advisory Services’s Digital Realty Trust DLR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.87M	Buy	27,910 +1,108	+4%	+$181K	0.03%	455
2025 Q1	$3.84M	Buy	26,802 +2,653	+11%	+$432K	0.02%	503
2024 Q4	$4.28M	Buy	24,149 +80	+0.3%	+$14.2K	0.03%	451
2024 Q3	$3.9M	Sell	24,069 -269	-1%	-$41.2K	0.03%	467
2024 Q2	$3.7M	Buy	24,338 +12,313	+102%	+$1.77M	0.03%	462
2024 Q1	$1.73M	Sell	12,025 -2,292	-16%	-$324K	0.02%	572
2023 Q4	$1.93M	Sell	14,317 -1,834	-11%	-$237K	0.02%	511
2023 Q3	$1.95M	Buy	16,151 +3,146	+24%	+$386K	0.02%	465
2023 Q2	$1.48M	Sell	13,005 -31,049	-70%	-$3.07M	0.02%	557
2023 Q1	$4.33M	Buy	44,054 +5,753	+15%	+$606K	0.05%	273
2022 Q4	$3.84M	Buy	38,301 +7,487	+24%	+$764K	0.05%	272
2022 Q3	$3.06M	Sell	30,814 -341	-1%	-$41.8K	0.05%	287
2022 Q2	$4.04M	Buy	31,155 +1,855	+6%	+$256K	0.06%	237
2022 Q1	$4.17M	Sell	29,300 -2,091	-7%	-$302K	0.06%	239
2021 Q4	$5.55M	Buy	31,391 +2,814	+10%	+$451K	0.08%	180
2021 Q3	$4.14M	Buy	28,577 +3,472	+14%	+$545K	0.07%	206
2021 Q2	$3.78M	Buy	25,105 +5,935	+31%	+$897K	0.07%	211
2021 Q1	$2.71M	Buy	19,170 +2,080	+12%	+$287K	0.06%	246
2020 Q4	$2.38M	Sell	17,090 -8,111	-32%	-$1.16M	0.06%	237
2020 Q3	$3.7M	Buy	25,201 +12,246	+95%	+$1.84M	0.06%	247
2020 Q2	$1.85M	Buy	12,955 +5,530	+74%	+$783K	0.05%	227
2020 Q1	$1.03M	Buy	7,425 +81	+1%	+$10.3K	0.03%	296
2019 Q4	$880K	Buy	7,344 +5,005	+214%	+$616K	0.02%	362
2019 Q3	$304K	Buy	+2,339	New	+$285K	0.01%	428

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's DLR Position: Q2 2025 in Review

Avantax Advisory Services increased its Digital Realty Trust (DLR) stake by 4.1% in Q2 2025, buying an estimated $181K and bringing the position to 27,910 shares worth $4.87M. The position accounts for 0.03% of the portfolio, ranked #455.

Avantax Advisory Services first reported a position in DLR in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.55M in Q4 2021. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

Avantax Advisory Services held 27,910 shares of Digital Realty Trust worth $4.87M as of Q2 2025.
Avantax Advisory Services bought 1,108 Digital Realty Trust shares in Q2 2025, an estimated $181K.
Digital Realty Trust made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #455 holding.
Avantax Advisory Services first reported a position in Digital Realty Trust in Q3 2019 and has held it in 24 quarters since.
Avantax Advisory Services's Digital Realty Trust position peaked at $5.55M in Q4 2021.
1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.