BWA
DLR icon

Basecamp Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Basecamp 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 		$201K Hold
1,117
– – 0.04% 265
2026
Q1 		$201K Sell
1,117
-3
-0.3% -$513 0.04% 260
2025
Q4 		$173K Buy
+1,120
New +$184K 0.04% 268

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

Basecamp Wealth Advisors's DLR Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Digital Realty Trust (DLR) position steady in Q2 2026 at 1,117 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #265.

Basecamp Wealth Advisors first reported a position in DLR in Q4 2025 and has held it in 3 quarters since. The position peaked at $201K in Q1 2026. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Basecamp Wealth Advisors held 1,117 shares of Digital Realty Trust worth $201K as of Q2 2026.
  • Basecamp Wealth Advisors left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • Basecamp Wealth Advisors first reported a position in Digital Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Digital Realty Trust position peaked at $201K in Q1 2026.
  • 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.