EWP
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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
Q3 		$19K Buy
108
+8
+8% +$1.48K 0.01% 697
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's DLR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Digital Realty Trust (DLR) stake by 8% in Q3 2026, buying an estimated $1.48K and bringing the position to 108 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #697.

Elevation Wealth Partners first reported a position in DLR in Q4 2023 and has held it in 12 quarters since. The position peaked at $54.6K in Q3 2025. 45 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Elevation Wealth Partners held 108 shares of Digital Realty Trust worth $19K as of Q3 2026.
  • Elevation Wealth Partners bought 8 Digital Realty Trust shares in Q3 2026, an estimated $1.48K.
  • Digital Realty Trust made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #697 holding.
  • Elevation Wealth Partners first reported a position in Digital Realty Trust in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Digital Realty Trust position peaked at $54.6K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.