Avantax Planning Partners’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 | $370K | Sell |
2,060
-29
| -1% | -$5.55K | 0.01% | 332 |
|
|
2026
Q1 | $376K | Buy |
2,089
+10
| +0.5% | +$1.71K | 0.01% | 314 |
|
|
2025
Q4 | $322K | Hold |
2,079
| – | – | 0.01% | 344 |
|
|
2025
Q3 | $359K | Sell |
2,079
-27
| -1% | -$4.62K | 0.01% | 322 |
|
|
2025
Q2 | $367K | Sell |
2,106
-34
| -2% | -$5.56K | 0.01% | 312 |
|
|
2025
Q1 | $307K | Sell |
2,140
-33
| -2% | -$5.37K | 0.01% | 334 |
|
|
2024
Q4 | $385K | Hold |
2,173
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $352K | Buy |
2,173
+15
| +0.7% | +$2.3K | 0.01% | 308 |
|
|
2024
Q2 | $328K | Hold |
2,158
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $311K | Sell |
2,158
-207
| -9% | -$29.3K | 0.01% | 355 |
|
|
2023
Q4 | $318K | Sell |
2,365
-156
| -6% | -$20.1K | 0.01% | 291 |
|
|
2023
Q3 | $305K | Sell |
2,521
-930
| -27% | -$114K | 0.01% | 282 |
|
|
2023
Q2 | $393K | Buy |
3,451
+479
| +16% | +$47.4K | 0.02% | 255 |
|
|
2023
Q1 | $292K | Buy |
2,972
+886
| +42% | +$93.4K | 0.01% | 300 |
|
|
2022
Q4 | $209K | Buy |
2,086
+67
| +3% | +$6.84K | 0.01% | 349 |
|
|
2022
Q3 | $200K | Buy |
2,019
+346
| +21% | +$42.4K | 0.01% | 329 |
|
|
2022
Q2 | $217K | Sell |
1,673
-93
| -5% | -$12.8K | 0.01% | 314 |
|
|
2022
Q1 | $250K | Buy |
1,766
+184
| +12% | +$26.6K | 0.01% | 310 |
|
|
2021
Q4 | $280K | Buy |
1,582
+32
| +2% | +$5.13K | 0.01% | 287 |
|
|
2021
Q3 | $224K | Sell |
1,550
-5
| -0.3% | -$784 | 0.01% | 302 |
|
|
2021
Q2 | $234K | Buy |
+1,555
| New | +$235K | 0.01% | 287 |
|
|
2020
Q4 | – | Sell |
-1,537
| Closed | -$226K | – | 296 |
|
|
2020
Q3 | $226K | Buy |
+1,537
| New | +$230K | 0.01% | 266 |
|
|
2020
Q1 | – | Sell |
-1,821
| Closed | -$218K | – | 282 |
|
|
2019
Q4 | $218K | Buy |
1,821
+42
| +2% | +$5.17K | 0.01% | 277 |
|
|
2019
Q3 | $231K | Hold |
1,779
| – | – | 0.01% | 276 |
|
|
2019
Q2 | $214K | Buy |
1,779
+17
| +1% | +$2.02K | 0.01% | 280 |
|
|
2019
Q1 | $210K | Buy |
+1,762
| New | +$197K | 0.01% | 274 |
|
|
2018
Q4 | – | Sell |
-254
| Closed | -$29K | – | 499 |
|
|
2018
Q3 | $29K | Buy |
+254
| New | +$30.4K | ﹤0.01% | 615 |
|
|
2018
Q2 | – | Sell |
-1,914
| Closed | -$202K | – | 531 |
|
|
2018
Q1 | $202K | Sell |
1,914
-151
| -7% | -$15.9K | 0.02% | 289 |
|
|
2017
Q4 | $235K | Sell |
2,065
-108
| -5% | -$12.7K | 0.02% | 272 |
|
|
2017
Q3 | $257K | Buy |
+2,173
| New | +$251K | 0.02% | 315 |
|
Other funds holding DLR
AAMU
Avantax Planning Partners's DLR Position: Q2 2026 in Review
Avantax Planning Partners reduced its Digital Realty Trust (DLR) stake by 1.4% in Q2 2026, selling an estimated $5.55K and leaving 2,060 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #332.
Avantax Planning Partners first reported a position in DLR in Q3 2017 and has held it in 30 quarters since. The position peaked at $393K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Avantax Planning Partners held 2,060 shares of Digital Realty Trust worth $370K as of Q2 2026.
- Avantax Planning Partners sold 29 Digital Realty Trust shares in Q2 2026, an estimated $5.55K.
- Digital Realty Trust made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #332 holding.
- Avantax Planning Partners first reported a position in Digital Realty Trust in Q3 2017 and has held it in 30 quarters since.
- Avantax Planning Partners's Digital Realty Trust position peaked at $393K in Q2 2023.
- 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.