Beacon Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Beacon Investment 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 Q1	$216K	Buy	+1,199	New	+$205K	0.08%	163
2025 Q4	–	Sell	-1,271	Closed	-$220K	–	168
2025 Q3	$220K	Buy	1,271 +12	+1%	+$2.05K	0.09%	154
2025 Q2	$216K	Buy	+1,259	New	+$206K	0.09%	149
2025 Q1	–	Sell	-1,246	Closed	-$221K	–	157
2024 Q4	$221K	Hold	1,246	–	–	0.1%	141
2024 Q3	$202K	Buy	+1,246	New	+$191K	0.1%	146

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Investment Advisors's DLR Position: Q1 2026 in Review

Beacon Investment Advisors opened a new position in Digital Realty Trust (DLR) in Q1 2026: 1,199 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings. This is a return to the name: Beacon Investment Advisors previously reported a position in DLR as recently as Q3 2025.

Beacon Investment Advisors first reported a position in DLR in Q3 2024 and has held it in 5 quarters since. The position peaked at $221K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Beacon Investment Advisors held 1,199 shares of Digital Realty Trust worth $216K as of Q1 2026.
Digital Realty Trust was a new Beacon Investment Advisors position in Q1 2026.
Digital Realty Trust made up 0.08% of Beacon Investment Advisors's portfolio in Q1 2026, its #163 holding.
Beacon Investment Advisors first reported a position in Digital Realty Trust in Q3 2024 and has held it in 5 quarters since.
Beacon Investment Advisors's Digital Realty Trust position peaked at $221K in Q4 2024.
1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.