AWM
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Avior Wealth Management’s Digital Realty Trust DLR Stock Holding History

Avior Wealth Management’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 		$317K Buy
1,764
+27
+2% +$5.17K 0.01% 642
2026
Q1 		$313K Buy
+1,737
New +$297K 0.01% 676
2025
Q1 		– Sell
-1,142
Closed -$203K – 1152
2024
Q4 		$203K Sell
1,142
-4
-0.3% -$710 0.01% 699
2024
Q3 		$185K Sell
1,146
-33
-3% -$5.06K 0.01% 714
2024
Q2 		$179K Sell
1,179
-147
-11% -$21.1K 0.01% 697
2024
Q1 		$191K Buy
1,326
+278
+27% +$39.3K 0.01% 722
2023
Q4 		$141K Buy
1,048
+138
+15% +$17.8K 0.01% 561
2023
Q3 		$110K Hold
910
– – 0.01% 608
2023
Q2 		$104K Sell
910
-194
-18% -$19.2K 0.01% 618
2023
Q1 		$109K Buy
1,104
+161
+17% +$17K 0.01% 625
2022
Q4 		$94.6K Buy
943
+4
+0.4% +$408 0.01% 540
2022
Q3 		$93K Hold
939
– – 0.01% 530
2022
Q2 		$121K Sell
939
-9
-0.9% -$1.24K 0.01% 473
2022
Q1 		$134K Hold
948
– – 0.01% 473
2021
Q4 		$167K Hold
948
– – 0.01% 448
2021
Q3 		$136K Hold
948
– – 0.01% 455
2021
Q2 		$142K Hold
948
– – 0.01% 433
2021
Q1 		$133K Buy
948
+105
+12% +$14.5K 0.01% 433
2020
Q4 		$117K Hold
843
– – 0.01% 425
2020
Q3 		$123K Buy
843
+36
+4% +$5.39K 0.02% 425
2020
Q2 		$114K Hold
807
– – 0.02% 428
2020
Q1 		$112K Hold
807
– – 0.02% 402
2019
Q4 		$96K Hold
807
– – 0.02% 433
2019
Q3 		$104K Hold
807
– – 0.02% 408
2019
Q2 		$95K Buy
+807
New +$96.1K 0.02% 411

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

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

Avior Wealth Management increased its Digital Realty Trust (DLR) stake by 1.6% in Q2 2026, buying an estimated $5.17K and bringing the position to 1,764 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #642.

Avior Wealth Management first reported a position in DLR in Q2 2019 and has held it in 25 quarters since. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Avior Wealth Management held 1,764 shares of Digital Realty Trust worth $317K as of Q2 2026.
  • Avior Wealth Management bought 27 Digital Realty Trust shares in Q2 2026, an estimated $5.17K.
  • Digital Realty Trust made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #642 holding.
  • Avior Wealth Management first reported a position in Digital Realty Trust in Q2 2019 and has held it in 25 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.