Axis Wealth 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
$301K Buy
1,675
+3
+0.2% +$575 0.14% 142
2026
Q1
$301K Buy
1,672
+62
+4% +$10.6K 0.16% 137
2025
Q4
$249K Buy
1,610
+51
+3% +$8.38K 0.14% 145
2025
Q3
$270K Buy
1,559
+3
+0.2% +$513 0.16% 134
2025
Q2
$271K Buy
1,556
+3
+0.2% +$491 0.18% 123
2025
Q1
$223K Sell
1,553
-119
-7% -$19.4K 0.16% 132
2024
Q4
$297K Buy
+1,672
New +$297K 0.25% 104

Other funds holding DLR

Axis Wealth Partners's DLR Position: Q2 2026 in Review

Axis Wealth Partners increased its Digital Realty Trust (DLR) stake by 0.18% in Q2 2026, buying an estimated $575 and bringing the position to 1,675 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #142.

Axis Wealth Partners first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q1 2026. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Axis Wealth Partners held 1,675 shares of Digital Realty Trust worth $301K as of Q2 2026.
  • Axis Wealth Partners bought 3 Digital Realty Trust shares in Q2 2026, an estimated $575.
  • Digital Realty Trust made up 0.14% of Axis Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Axis Wealth Partners first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's Digital Realty Trust position peaked at $301K in Q1 2026.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.