Elevation Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Elevation Wealth Partners’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	$17.9K	Buy	100 +1	+1%	+$192	0.01%	624
2026 Q1	$17.9K	Hold	99	–	–	0.01%	404
2025 Q4	$15.3K	Sell	99 -217	-69%	-$35.6K	0.01%	421
2025 Q3	$54.6K	Buy	316 +15	+5%	+$2.56K	0.02%	234
2025 Q2	$52.5K	Hold	301	–	–	0.02%	223
2025 Q1	$43.1K	Buy	301 +1	+0.3%	+$163	0.02%	248
2024 Q4	$53.2K	Buy	300 +55	+22%	+$9.76K	0.02%	224
2024 Q3	$39.6K	Hold	245	–	–	0.02%	242
2024 Q2	$37.3K	Hold	245	–	–	0.02%	239
2024 Q1	$35.3K	Hold	245	–	–	0.02%	254
2023 Q4	$29.6K	Buy	+245	New	+$31.6K	0.02%	247

Other funds holding DLR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's DLR Position: Q2 2026 in Review

Elevation Wealth Partners increased its Digital Realty Trust (DLR) stake by 1% in Q2 2026, buying an estimated $192 and bringing the position to 100 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #624.

Elevation Wealth Partners first reported a position in DLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.6K in Q3 2025. 479 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Elevation Wealth Partners held 100 shares of Digital Realty Trust worth $17.9K as of Q2 2026.
Elevation Wealth Partners bought 1 Digital Realty Trust share in Q2 2026, an estimated $192.
Digital Realty Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #624 holding.
Elevation Wealth Partners first reported a position in Digital Realty Trust in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Digital Realty Trust position peaked at $54.6K in Q3 2025.
479 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.