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Capital Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Capital Investment 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 		$13.6M Buy
75,227
+3,547
+5% +$606K 0.2% 97
2025
Q4 		$11.1M Buy
71,680
+2,976
+4% +$489K 0.17% 111
2025
Q3 		$11.9M Buy
68,704
+3,530
+5% +$604K 0.19% 95
2025
Q2 		$11.4M Buy
65,174
+3,151
+5% +$515K 0.2% 100
2025
Q1 		$8.89M Buy
62,023
+7,424
+14% +$1.21M 0.17% 113
2024
Q4 		$9.68M Buy
54,599
+11,405
+26% +$2.02M 0.2% 99
2024
Q3 		$6.99M Buy
43,194
+3,787
+10% +$581K 0.14% 122
2024
Q2 		$5.99M Sell
39,407
-151
-0.4% -$21.7K 0.14% 123
2024
Q1 		$5.7M Buy
39,558
+37,997
+2,434% +$5.37M 0.13% 126
2023
Q4 		$210K Sell
1,561
-373
-19% -$48.2K 0.01% 560
2023
Q3 		$234K Buy
1,934
+1
+0.1% +$123 0.01% 515
2023
Q2 		$220K Sell
1,933
-528
-21% -$52.2K 0.01% 490
2023
Q1 		$242K Buy
+2,461
New +$259K 0.01% 478
2022
Q4 		– Sell
-2,953
Closed -$293K – 585
2022
Q3 		$293K Sell
2,953
-5,716
-66% -$701K 0.01% 421
2022
Q2 		$1.13M Sell
8,669
-18
-0.2% -$2.49K 0.04% 236
2022
Q1 		$1.23M Buy
8,687
+485
+6% +$70.1K 0.04% 239
2021
Q4 		$1.45M Buy
8,202
+999
+14% +$160K 0.04% 232
2021
Q3 		$1.04M Buy
7,203
+347
+5% +$54.4K 0.04% 259
2021
Q2 		$1.03M Buy
6,856
+23
+0.3% +$3.48K 0.04% 261
2021
Q1 		$962K Buy
6,833
+750
+12% +$104K 0.04% 262
2020
Q4 		$849K Buy
6,083
+1,065
+21% +$152K 0.04% 262
2020
Q3 		$736K Buy
5,018
+1,664
+50% +$249K 0.04% 269
2020
Q2 		$477K Buy
+3,354
New +$475K 0.02% 319

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

Capital Investment Advisors's DLR Position: Q1 2026 in Review

Capital Investment Advisors increased its Digital Realty Trust (DLR) stake by 4.9% in Q1 2026, buying an estimated $606K and bringing the position to 75,227 shares worth $13.6M. The position accounts for 0.2% of the portfolio, ranked #97.

Capital Investment Advisors first reported a position in DLR in Q2 2020 and has held it in 23 quarters since. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Capital Investment Advisors held 75,227 shares of Digital Realty Trust worth $13.6M as of Q1 2026.
  • Capital Investment Advisors bought 3,547 Digital Realty Trust shares in Q1 2026, an estimated $606K.
  • Digital Realty Trust made up 0.2% of Capital Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • Capital Investment Advisors first reported a position in Digital Realty Trust in Q2 2020 and has held it in 23 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.