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EP Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

EP Wealth 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 		$644K Sell
3,586
-525
-13% -$101K ﹤0.01% 916
2026
Q1 		$741K Buy
4,111
+890
+28% +$152K ﹤0.01% 741
2025
Q4 		$498K Buy
+3,221
New +$529K ﹤0.01% 880
2025
Q2 		$870K Buy
4,993
+227
+5% +$37.1K 0.01% 595
2025
Q1 		$683K Buy
4,766
+63
+1% +$10.2K 0.01% 604
2024
Q4 		$834K Buy
4,703
+170
+4% +$30.2K 0.01% 551
2024
Q3 		$734K Buy
4,533
+232
+5% +$35.6K 0.01% 578
2024
Q2 		$654K Sell
4,301
-19
-0.4% -$2.73K 0.01% 479
2024
Q1 		$622K Sell
4,320
-102
-2% -$14.4K 0.01% 470
2023
Q4 		$595K Buy
4,422
+58
+1% +$7.49K 0.01% 460
2023
Q3 		$528K Buy
4,364
+1,032
+31% +$127K 0.01% 455
2023
Q2 		$497K Sell
3,332
-49,720
-94% -$4.92M 0.01% 466
2023
Q1 		$3.28M Buy
53,052
+50,363
+1,873% +$5.31M 0.06% 175
2022
Q4 		$270K Buy
+2,689
New +$274K ﹤0.01% 489
2022
Q3 		– Sell
-3,031
Closed -$394K – 409
2022
Q2 		$394K Buy
3,031
+82
+3% +$11.3K 0.01% 425
2022
Q1 		$418K Sell
2,949
-82
-3% -$11.8K 0.01% 417
2021
Q4 		$536K Sell
3,031
-237
-7% -$38K 0.01% 341
2021
Q3 		$472K Buy
3,268
+48
+1% +$7.53K 0.01% 344
2021
Q2 		$485K Buy
3,220
+46
+1% +$6.95K 0.01% 342
2021
Q1 		$447K Sell
3,174
-921
-22% -$127K 0.01% 347
2020
Q4 		$571K Buy
4,095
+927
+29% +$133K 0.02% 247
2020
Q3 		$465K Buy
+3,168
New +$475K 0.02% 234
2020
Q2 		– Sell
-3,602
Closed -$510K – 258
2020
Q1 		$500K Sell
3,602
-1,391
-28% -$177K 0.02% 254
2019
Q4 		$598K Buy
+4,993
New +$615K 0.02% 256

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

EP Wealth Advisors's DLR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 13% in Q2 2026, selling an estimated $101K and leaving 3,586 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

EP Wealth Advisors first reported a position in DLR in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.28M in Q1 2023. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • EP Wealth Advisors held 3,586 shares of Digital Realty Trust worth $644K as of Q2 2026.
  • EP Wealth Advisors sold 525 Digital Realty Trust shares in Q2 2026, an estimated $101K.
  • Digital Realty Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #916 holding.
  • EP Wealth Advisors first reported a position in Digital Realty Trust in Q4 2019 and has held it in 24 quarters since.
  • EP Wealth Advisors's Digital Realty Trust position peaked at $3.28M in Q1 2023.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.