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BOS Asset Management’s Digital Realty Trust DLR Stock Holding History

BOS Asset Management’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
Q3 		– Sell
-1,251
Closed -$225K – 193
2026
Q2 		$225K Hold
1,251
– – 0.05% 185
2026
Q1 		$225K Buy
+1,251
New +$214K 0.06% 183
2025
Q4 		– Sell
-1,234
Closed -$213K – 196
2025
Q3 		$213K Sell
1,234
-265
-18% -$45.3K 0.06% 178
2025
Q2 		$261K Sell
1,499
-35
-2% -$5.72K 0.08% 147
2025
Q1 		$220K Hold
1,534
– – 0.08% 151
2024
Q4 		$272K Sell
1,534
-38
-2% -$6.74K 0.1% 128
2024
Q3 		$254K Sell
1,572
-50
-3% -$7.67K 0.09% 136
2024
Q2 		$247K Sell
1,622
-682
-30% -$97.9K 0.11% 132
2024
Q1 		$332K Sell
2,304
-300
-12% -$42.4K 0.17% 91
2023
Q4 		$350K Sell
2,604
-1,934
-43% -$250K 0.24% 91
2023
Q3 		$549K Sell
4,538
-250
-5% -$30.7K 0.4% 60
2023
Q2 		$545K Sell
4,788
-100
-2% -$9.89K 0.42% 57
2023
Q1 		$481K Sell
4,888
-311
-6% -$32.8K 0.4% 63
2022
Q4 		$521K Buy
+5,199
New +$531K 0.47% 60

Other funds holding DLR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BOS Asset Management's DLR Position: Q3 2026 in Review

BOS Asset Management sold out of Digital Realty Trust (DLR) in Q3 2026, closing a stake of 1,251 shares — an estimated $225K sold.

BOS Asset Management first reported a position in DLR in Q4 2022 and held it in 14 quarters. The position peaked at $549K in Q3 2023. 45 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • BOS Asset Management reported no remaining Digital Realty Trust position as of Q3 2026 after selling out during the quarter.
  • BOS Asset Management sold 1,251 Digital Realty Trust shares in Q3 2026, an estimated $225K.
  • BOS Asset Management first reported a position in Digital Realty Trust in Q4 2022 and held it in 14 quarters.
  • BOS Asset Management's Digital Realty Trust position peaked at $549K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.