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Continuum Advisory’s Digital Realty Trust DLR Stock Holding History

Continuum 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
2025
Q2 		– Sell
-405
Closed -$58K – 694
2025
Q1 		$58K Sell
405
-5
-1% -$813 0.01% 633
2024
Q4 		$72.7K Buy
410
+82
+25% +$14.5K 0.01% 585
2024
Q3 		$58.4K Sell
328
-101
-24% -$15.5K 0.01% 623
2024
Q2 		$65.3K Sell
429
-2,063
-83% -$296K 0.01% 569
2024
Q1 		$358K Buy
2,492
+181
+8% +$25.6K 0.05% 267
2023
Q4 		$311K Sell
2,311
-3
-0.1% -$387 0.04% 363
2023
Q3 		$280K Sell
2,314
-19
-0.8% -$2.33K 0.04% 382
2023
Q2 		$266K Sell
2,333
-302
-11% -$29.9K 0.04% 384
2023
Q1 		$259K Buy
2,635
+97
+4% +$10.2K 0.04% 371
2022
Q4 		$254K Buy
2,538
+126
+5% +$12.9K 0.05% 369
2022
Q3 		$239K Sell
2,412
-86
-3% -$10.5K 0.04% 353
2022
Q2 		$324K Buy
2,498
+6
+0.2% +$829 0.06% 321
2022
Q1 		$364K Hold
2,492
– – 0.07% 286
2021
Q4 		$441K Sell
2,492
-111
-4% -$17.8K 0.1% 194
2021
Q3 		$376K Sell
2,603
-159
-6% -$24.9K 0.1% 193
2021
Q2 		$416K Buy
2,762
+142
+5% +$21.5K 0.13% 170
2021
Q1 		$386K Hold
2,620
– – 0.16% 120
2020
Q4 		$366K Hold
2,620
– – 0.17% 110
2020
Q3 		$386K Buy
+2,620
New +$393K 0.21% 98

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Continuum Advisory's DLR Position: Q2 2025 in Review

Continuum Advisory sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 405 shares — an estimated $58K sold.

Continuum Advisory first reported a position in DLR in Q3 2020 and held it in 19 quarters. The position peaked at $441K in Q4 2021. 1,227 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Continuum Advisory reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 405 Digital Realty Trust shares in Q2 2025, an estimated $58K.
  • Continuum Advisory first reported a position in Digital Realty Trust in Q3 2020 and held it in 19 quarters.
  • Continuum Advisory's Digital Realty Trust position peaked at $441K in Q4 2021.
  • 1,227 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.