B. Riley Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

B. Riley 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	$261K	Buy	1,370 +148	+12%	+$28.3K	0.01%	674
2026 Q1	$214K	Sell	1,222 -974	-44%	-$166K	0.01%	698
2025 Q4	$340K	Buy	2,196 +166	+8%	+$27.3K	0.02%	665
2025 Q3	$351K	Sell	2,030 -375	-16%	-$64.1K	0.02%	654
2025 Q2	$419K	Buy	+2,405	New	+$393K	0.02%	596
2024 Q4	$500K	Sell	2,801 -717	-20%	-$127K	0.02%	697
2024 Q3	$559K	Buy	3,518 +424	+14%	+$65K	0.02%	704
2024 Q2	$470K	Sell	3,094 -566	-15%	-$81.3K	0.01%	845
2024 Q1	$443K	Buy	3,660 +105	+3%	+$14.8K	0.01%	856
2023 Q4	$483K	Sell	3,555 -105	-3%	-$13.6K	0.01%	834
2023 Q3	$443K	Buy	3,660 +371	+11%	+$45.6K	0.01%	856
2023 Q2	$374K	Buy	3,289 +398	+14%	+$39.4K	0.01%	1006
2023 Q1	$284K	Buy	2,891 +93	+3%	+$9.8K	0.01%	1097
2022 Q4	$284K	Sell	2,798 -44	-2%	-$4.49K	0.01%	1073
2022 Q3	$282K	Buy	2,842 +348	+14%	+$42.7K	0.01%	1036
2022 Q2	$325K	Sell	2,494 -744	-23%	-$103K	0.01%	842
2022 Q1	$460K	Buy	3,238 +368	+13%	+$53.2K	0.02%	792
2021 Q4	$508K	Buy	2,870 +13	+0.5%	+$2.08K	0.01%	795
2021 Q3	$414K	Sell	2,857 -78	-3%	-$12.2K	0.01%	876
2021 Q2	$442K	Buy	2,935 +314	+12%	+$47.5K	0.01%	827
2021 Q1	$369K	Buy	2,621 +773	+42%	+$107K	0.01%	884
2020 Q4	$259K	Sell	1,848 -2,839	-61%	-$406K	0.01%	836
2020 Q3	$681K	Buy	4,687 +2,156	+85%	+$323K	0.04%	423
2020 Q2	$360K	Buy	+2,531	New	+$358K	0.02%	566
2020 Q1	–	Sell	-2,613	Closed	-$314K	–	824
2019 Q4	$314K	Buy	2,613 +51	+2%	+$6.28K	0.03%	577
2019 Q3	$334K	Buy	2,562 +160	+7%	+$19.5K	0.03%	546
2019 Q2	$283K	Sell	2,402 -330	-12%	-$39.3K	0.03%	582
2019 Q1	$323K	Buy	+2,732	New	+$305K	0.04%	466
2015 Q1	–	Sell	-929	Closed	-$62	–	904
2014 Q4	$62	Buy	+929	New	+$62K	﹤0.01%	1977
2014 Q3	–	Sell	-692	Closed	-$40.3K	–	929
2014 Q2	$40.3K	Buy	+692	New	+$38.8K	0.01%	1122

Other funds holding DLR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

B. Riley Wealth Advisors's DLR Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Digital Realty Trust (DLR) stake by 12% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,370 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #674.

B. Riley Wealth Advisors first reported a position in DLR in Q2 2014 and has held it in 30 quarters since. The position peaked at $681K in Q3 2020. 204 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

B. Riley Wealth Advisors held 1,370 shares of Digital Realty Trust worth $261K as of Q2 2026.
B. Riley Wealth Advisors bought 148 Digital Realty Trust shares in Q2 2026, an estimated $28.3K.
Digital Realty Trust made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #674 holding.
B. Riley Wealth Advisors first reported a position in Digital Realty Trust in Q2 2014 and has held it in 30 quarters since.
B. Riley Wealth Advisors's Digital Realty Trust position peaked at $681K in Q3 2020.
204 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.