B. Riley Wealth Advisors’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 | $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 | Sell |
2,405
-956
| -28% | -$156K | 0.02% | 596 |
|
|
2025
Q1 | $482K | Buy |
3,361
+560
| +20% | +$91.1K | 0.01% | 778 |
|
|
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 | -$62K | – | 904 |
|
|
2014
Q4 | $62K | 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
AAMU
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 31 quarters since. The position peaked at $681K in Q3 2020. 1,326 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 31 quarters since.
- B. Riley Wealth Advisors's Digital Realty Trust position peaked at $681K in Q3 2020.
- 1,326 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.