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Balboa Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Balboa Wealth Partners’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 		$820K Buy
4,568
+16
+0.4% +$3.06K 0.11% 153
2026
Q1 		$820K Buy
4,552
+1,003
+28% +$171K 0.14% 128
2025
Q4 		$549K Sell
3,549
-901
-20% -$148K 0.09% 179
2025
Q3 		$769K Buy
4,450
+178
+4% +$30.4K 0.13% 123
2025
Q2 		$745K Buy
4,272
+1,685
+65% +$276K 0.15% 119
2025
Q1 		$371K Buy
2,587
+490
+23% +$79.7K 0.09% 165
2024
Q4 		$372K Buy
2,097
+727
+53% +$129K 0.08% 174
2024
Q3 		$222K Buy
1,370
+27
+2% +$4.14K 0.06% 249
2024
Q2 		$204K Buy
+1,343
New +$193K 0.05% 252

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

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

Balboa Wealth Partners increased its Digital Realty Trust (DLR) stake by 0.35% in Q2 2026, buying an estimated $3.06K and bringing the position to 4,568 shares worth $820K. The position accounts for 0.11% of the portfolio, ranked #153.

Balboa Wealth Partners first reported a position in DLR in Q2 2024 and has held it in 9 quarters since. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Balboa Wealth Partners held 4,568 shares of Digital Realty Trust worth $820K as of Q2 2026.
  • Balboa Wealth Partners bought 16 Digital Realty Trust shares in Q2 2026, an estimated $3.06K.
  • Digital Realty Trust made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Balboa Wealth Partners first reported a position in Digital Realty Trust in Q2 2024 and has held it in 9 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.