Beacon Pointe 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 | $3.29M | Sell |
18,299
-1,127
| -6% | -$216K | 0.02% | 613 |
|
|
2026
Q1 | $3.5M | Buy |
19,426
+11,123
| +134% | +$1.9M | 0.02% | 572 |
|
|
2025
Q4 | $1.28M | Buy |
8,303
+1,118
| +16% | +$184K | 0.01% | 749 |
|
|
2025
Q3 | $1.24M | Buy |
7,185
+293
| +4% | +$50.1K | 0.01% | 687 |
|
|
2025
Q2 | $1.2M | Buy |
6,892
+132
| +2% | +$21.6K | 0.01% | 613 |
|
|
2025
Q1 | $969K | Sell |
6,760
-605
| -8% | -$98.4K | 0.01% | 646 |
|
|
2024
Q4 | $1.31M | Sell |
7,365
-150
| -2% | -$26.6K | 0.01% | 571 |
|
|
2024
Q3 | $1.22M | Sell |
7,515
-683
| -8% | -$105K | 0.01% | 581 |
|
|
2024
Q2 | $1.25M | Sell |
8,198
-102
| -1% | -$14.6K | 0.01% | 585 |
|
|
2024
Q1 | $1.2M | Sell |
8,300
-3,273
| -28% | -$463K | 0.01% | 640 |
|
|
2023
Q4 | $1.56M | Sell |
11,573
-271
| -2% | -$35K | 0.02% | 540 |
|
|
2023
Q3 | $1.43M | Buy |
11,844
+220
| +2% | +$27K | 0.02% | 534 |
|
|
2023
Q2 | $1.32M | Sell |
11,624
-233
| -2% | -$23.1K | 0.02% | 458 |
|
|
2023
Q1 | $1.17M | Sell |
11,857
-203
| -2% | -$21.4K | 0.02% | 503 |
|
|
2022
Q4 | $1.21M | Buy |
12,060
+3,258
| +37% | +$332K | 0.02% | 467 |
|
|
2022
Q3 | $875K | Sell |
8,802
-334
| -4% | -$41K | 0.02% | 496 |
|
|
2022
Q2 | $1.19M | Sell |
9,136
-12,528
| -58% | -$1.73M | 0.03% | 425 |
|
|
2022
Q1 | $3.07M | Buy |
21,664
+11,082
| +105% | +$1.6M | 0.04% | 355 |
|
|
2021
Q4 | $1.87M | Sell |
10,582
-277
| -3% | -$44.4K | 0.05% | 265 |
|
|
2021
Q3 | $1.57M | Sell |
10,859
-2,021
| -16% | -$317K | 0.04% | 323 |
|
|
2021
Q2 | $1.94M | Buy |
12,880
+1,289
| +11% | +$195K | 0.07% | 225 |
|
|
2021
Q1 | $1.63M | Sell |
11,591
-303
| -3% | -$41.9K | 0.1% | 159 |
|
|
2020
Q4 | $1.66M | Sell |
11,894
-1,009
| -8% | -$144K | 0.11% | 145 |
|
|
2020
Q3 | $1.89M | Buy |
12,903
+685
| +6% | +$103K | 0.18% | 107 |
|
|
2020
Q2 | $1.73M | Buy |
12,218
+103
| +0.9% | +$14.6K | 0.17% | 111 |
|
|
2020
Q1 | $1.68M | Buy |
12,115
+5,935
| +96% | +$755K | 0.27% | 79 |
|
|
2019
Q4 | $739K | Sell |
6,180
-98
| -2% | -$12.1K | 0.23% | 92 |
|
|
2019
Q3 | $815K | Buy |
6,278
+356
| +6% | +$43.3K | 0.35% | 67 |
|
|
2019
Q2 | $697K | Sell |
5,922
-115
| -2% | -$13.7K | 0.25% | 95 |
|
|
2019
Q1 | $718K | Buy |
6,037
+777
| +15% | +$86.7K | 0.27% | 90 |
|
|
2018
Q4 | $561K | Buy |
+5,260
| New | +$581K | 0.34% | 85 |
|
Other funds holding DLR
AAMU
Beacon Pointe Advisors's DLR Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its Digital Realty Trust (DLR) stake by 5.8% in Q2 2026, selling an estimated $216K and leaving 18,299 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #613.
Beacon Pointe Advisors first reported a position in DLR in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.5M in Q1 2026. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Beacon Pointe Advisors held 18,299 shares of Digital Realty Trust worth $3.29M as of Q2 2026.
- Beacon Pointe Advisors sold 1,127 Digital Realty Trust shares in Q2 2026, an estimated $216K.
- Digital Realty Trust made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #613 holding.
- Beacon Pointe Advisors first reported a position in Digital Realty Trust in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's Digital Realty Trust position peaked at $3.5M in Q1 2026.
- 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.