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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
Q2 		$216K Buy
1,203
+4
+0.3% +$766 0.07% 171
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
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

Beacon Investment Advisors's DLR Position: Q2 2026 in Review

Beacon Investment Advisors increased its Digital Realty Trust (DLR) stake by 0.33% in Q2 2026, buying an estimated $766 and bringing the position to 1,203 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #171.

Beacon Investment Advisors first reported a position in DLR in Q3 2024 and has held it in 6 quarters since. The position peaked at $221K in Q4 2024. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Beacon Investment Advisors held 1,203 shares of Digital Realty Trust worth $216K as of Q2 2026.
  • Beacon Investment Advisors bought 4 Digital Realty Trust shares in Q2 2026, an estimated $766.
  • Digital Realty Trust made up 0.07% of Beacon Investment Advisors's portfolio in Q2 2026, its #171 holding.
  • Beacon Investment Advisors first reported a position in Digital Realty Trust in Q3 2024 and has held it in 6 quarters since.
  • Beacon Investment Advisors's Digital Realty Trust position peaked at $221K in Q4 2024.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.