Bogart Wealth LLC’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
Q1 | $13.1M | Buy |
72,712
+2,855
| +4% | +$488K | 0.5% | 43 |
|
|
2025
Q4 | $10.8M | Buy |
69,857
+839
| +1% | +$138K | 0.43% | 56 |
|
|
2025
Q3 | $11.9M | Sell |
69,018
-1,151
| -2% | -$197K | 0.48% | 46 |
|
|
2025
Q2 | $12.2M | Buy |
70,169
+1,405
| +2% | +$230K | 0.52% | 44 |
|
|
2025
Q1 | $9.85M | Buy |
68,764
+1,473
| +2% | +$240K | 0.46% | 51 |
|
|
2024
Q4 | $11.9M | Sell |
67,291
-900
| -1% | -$160K | 0.57% | 33 |
|
|
2024
Q3 | $11M | Sell |
68,191
-534
| -0.8% | -$81.9K | 0.52% | 42 |
|
|
2024
Q2 | $10.4M | Sell |
68,725
-2,219
| -3% | -$319K | 0.53% | 40 |
|
|
2024
Q1 | $10.2M | Sell |
70,944
-1,362
| -2% | -$192K | 0.53% | 42 |
|
|
2023
Q4 | $9.73M | Sell |
72,306
-2,513
| -3% | -$325K | 0.55% | 40 |
|
|
2023
Q3 | $9.05M | Sell |
74,819
-1,509
| -2% | -$185K | 0.56% | 41 |
|
|
2023
Q2 | $8.69M | Buy |
76,328
+1,143
| +2% | +$113K | 0.55% | 38 |
|
|
2023
Q1 | $7.39M | Buy |
75,185
+7,300
| +11% | +$770K | 0.49% | 45 |
|
|
2022
Q4 | $6.81M | Buy |
67,885
+5,265
| +8% | +$537K | 0.47% | 43 |
|
|
2022
Q3 | $6.21M | Buy |
62,620
+8,482
| +16% | +$1.04M | 0.52% | 43 |
|
|
2022
Q2 | $7.03M | Buy |
54,138
+7,166
| +15% | +$990K | 0.62% | 40 |
|
|
2022
Q1 | $6.66M | Buy |
46,972
+6,723
| +17% | +$971K | 0.57% | 35 |
|
|
2021
Q4 | $7.12M | Buy |
40,249
+1,860
| +5% | +$298K | 0.64% | 24 |
|
|
2021
Q3 | $5.54M | Buy |
38,389
+2,141
| +6% | +$336K | 0.56% | 35 |
|
|
2021
Q2 | $5.45M | Buy |
36,248
+4,514
| +14% | +$682K | 0.6% | 28 |
|
|
2021
Q1 | $4.47M | Buy |
31,734
+8,989
| +40% | +$1.24M | 0.62% | 29 |
|
|
2020
Q4 | $3.17M | Buy |
22,745
+1,494
| +7% | +$214K | 0.59% | 27 |
|
|
2020
Q3 | $3.12M | Sell |
21,251
-724
| -3% | -$108K | 0.69% | 21 |
|
|
2020
Q2 | $3.12M | Sell |
21,975
-484
| -2% | -$68.5K | 0.73% | 23 |
|
|
2020
Q1 | $3.12M | Sell |
22,459
-680
| -3% | -$86.5K | 0.85% | 16 |
|
|
2019
Q4 | $2.77M | Buy |
23,139
+507
| +2% | +$62.4K | 0.89% | 25 |
|
|
2019
Q3 | $2.94M | Buy |
22,632
+153
| +0.7% | +$18.6K | 1.45% | 10 |
|
|
2019
Q2 | $2.65M | Buy |
22,479
+1,829
| +9% | +$218K | 1.6% | 15 |
|
|
2019
Q1 | $2.46M | Buy |
20,650
+3,025
| +17% | +$338K | 1.19% | 12 |
|
|
2018
Q4 | $1.88M | Buy |
17,625
+275
| +2% | +$30.4K | 0.94% | 20 |
|
|
2018
Q3 | $1.95M | Buy |
17,350
+1,162
| +7% | +$139K | 1.13% | 22 |
|
|
2018
Q2 | $1.81M | Buy |
16,188
+792
| +5% | +$84K | 1.1% | 19 |
|
|
2018
Q1 | $1.62M | Buy |
15,396
+1,870
| +14% | +$197K | 0.94% | 25 |
|
|
2017
Q4 | $1.54M | Buy |
13,526
+916
| +7% | +$108K | 0.99% | 26 |
|
|
2017
Q3 | $1.5M | Buy |
12,610
+118
| +0.9% | +$13.6K | 1.11% | 23 |
|
|
2017
Q2 | $1.41M | Buy |
12,492
+3,965
| +46% | +$454K | 0.9% | 27 |
|
|
2017
Q1 | $907K | Sell |
8,527
-64
| -0.7% | -$6.73K | 0.6% | 34 |
|
|
2016
Q4 | $844K | Buy |
+8,591
| New | +$799K | 0.57% | 35 |
|
Other funds holding DLR
VPM
VCM
AAMU
Bogart Wealth LLC's DLR Position: Q1 2026 in Review
Bogart Wealth LLC increased its Digital Realty Trust (DLR) stake by 4.1% in Q1 2026, buying an estimated $488K and bringing the position to 72,712 shares worth $13.1M. The position accounts for 0.5% of the portfolio, ranked #43.
Bogart Wealth LLC first reported a position in DLR in Q4 2016 and has held it in 38 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.
- Bogart Wealth LLC held 72,712 shares of Digital Realty Trust worth $13.1M as of Q1 2026.
- Bogart Wealth LLC bought 2,855 Digital Realty Trust shares in Q1 2026, an estimated $488K.
- Digital Realty Trust made up 0.5% of Bogart Wealth LLC's portfolio in Q1 2026, its #43 holding.
- Bogart Wealth LLC first reported a position in Digital Realty Trust in Q4 2016 and has held it in 38 quarters since.
- 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.