BPA
DLR icon

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

Beacon Pointe 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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Beacon Pointe Advisors increased its Digital Realty Trust (DLR) stake by 134% in Q1 2026, buying an estimated $1.9M and bringing the position to 19,426 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #572.

Beacon Pointe Advisors first reported a position in DLR in Q4 2018 and has held it in 30 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Beacon Pointe Advisors held 19,426 shares of Digital Realty Trust worth $3.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 11,123 Digital Realty Trust shares in Q1 2026, an estimated $1.9M.
  • Digital Realty Trust made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #572 holding.
  • Beacon Pointe Advisors first reported a position in Digital Realty Trust in Q4 2018 and has held it in 30 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.