Cape Investment Advisory’s Digital Realty Trust DLR Stock Holding History

Cape Investment Advisory’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	$1.26K	Buy	+7	New	+$1.34K	﹤0.01%	1304
2026 Q1	–	Sell	-4	Closed	-$619	–	445
2025 Q4	$619	Buy	+4	New	+$657	﹤0.01%	1233
2025 Q3	–	Sell	-6	Closed	-$1.05K	–	926
2025 Q2	$1.05K	Buy	6 +2	+50%	+$327	﹤0.01%	1033
2025 Q1	$573	Sell	4 -1	-20%	-$163	﹤0.01%	1014
2024 Q4	$887	Buy	+5	New	+$887	﹤0.01%	976
2023 Q2	–	Sell	-75	Closed	-$7.37K	–	930
2023 Q1	$7.37K	Buy	+75	New	+$7.91K	﹤0.01%	597

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cape Investment Advisory's DLR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Digital Realty Trust (DLR) in Q2 2026: 7 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DLR as recently as Q4 2025.

Cape Investment Advisory first reported a position in DLR in Q1 2023 and has held it in 6 quarters since. The position peaked at $7.37K in Q1 2023. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Cape Investment Advisory held 7 shares of Digital Realty Trust worth $1.26K as of Q2 2026.
Digital Realty Trust was a new Cape Investment Advisory position in Q2 2026.
Digital Realty Trust made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1304 holding.
Cape Investment Advisory first reported a position in Digital Realty Trust in Q1 2023 and has held it in 6 quarters since.
Cape Investment Advisory's Digital Realty Trust position peaked at $7.37K in Q1 2023.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.