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

Concurrent 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
Q2 		$4.35M Sell
24,204
-501
-2% -$95.9K 0.04% 474
2026
Q1 		$4.45M Buy
24,705
+1,506
+6% +$257K 0.05% 381
2025
Q4 		$3.59M Buy
23,199
+2,127
+10% +$349K 0.04% 411
2025
Q3 		$3.64M Buy
21,072
+461
+2% +$78.8K 0.06% 304
2025
Q2 		$3.59M Buy
20,611
+2,888
+16% +$472K 0.07% 288
2025
Q1 		$2.54M Buy
17,723
+9,881
+126% +$1.61M 0.06% 323
2024
Q4 		$1.39M Buy
7,842
+1,422
+22% +$252K 0.04% 411
2024
Q3 		$1.04M Buy
6,420
+3,121
+95% +$479K 0.03% 450
2024
Q2 		$502K Buy
3,299
+198
+6% +$28.4K 0.02% 584
2024
Q1 		$447K Sell
3,101
-105
-3% -$14.8K 0.02% 579
2023
Q4 		$431K Buy
+3,206
New +$414K 0.02% 527

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Concurrent Investment Advisors's DLR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Digital Realty Trust (DLR) stake by 2% in Q2 2026, selling an estimated $95.9K and leaving 24,204 shares worth $4.35M. The position accounts for 0.04% of the portfolio, ranked #474.

Concurrent Investment Advisors first reported a position in DLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45M in Q1 2026. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Concurrent Investment Advisors held 24,204 shares of Digital Realty Trust worth $4.35M as of Q2 2026.
  • Concurrent Investment Advisors sold 501 Digital Realty Trust shares in Q2 2026, an estimated $95.9K.
  • Digital Realty Trust made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #474 holding.
  • Concurrent Investment Advisors first reported a position in Digital Realty Trust in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Digital Realty Trust position peaked at $4.45M in Q1 2026.
  • 1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.