EWM
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Evercore Wealth Management’s Digital Realty Trust DLR Stock Holding History

Evercore Wealth Management’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
Q1 		$547K Sell
3,038
-15
-0.5% -$2.56K 0.01% 269
2025
Q4 		$472K Sell
3,053
-49
-2% -$8.05K 0.01% 295
2025
Q3 		$536K Sell
3,102
-185
-6% -$31.6K 0.01% 284
2025
Q2 		$573K Buy
3,287
+440
+15% +$72K 0.01% 270
2025
Q1 		$408K Buy
2,847
+55
+2% +$8.95K 0.01% 300
2024
Q4 		$495K Sell
2,792
-23
-0.8% -$4.08K 0.01% 276
2024
Q3 		$456K Sell
2,815
-5
-0.2% -$767 0.01% 286
2024
Q2 		$429K Buy
2,820
+130
+5% +$18.7K 0.01% 292
2024
Q1 		$387K Sell
2,690
-656
-20% -$92.7K 0.01% 309
2023
Q4 		$450K Buy
3,346
+295
+10% +$38.1K 0.01% 293
2023
Q3 		$369K Sell
3,051
-791
-21% -$97.1K 0.01% 299
2023
Q2 		$437K Buy
3,842
+392
+11% +$38.8K 0.01% 292
2023
Q1 		$339K Buy
3,450
+384
+13% +$40.5K 0.01% 308
2022
Q4 		$307K Sell
3,066
-75
-2% -$7.65K 0.01% 320
2022
Q3 		$311K Buy
3,141
+58
+2% +$7.11K 0.01% 311
2022
Q2 		$400K Hold
3,083
– – 0.01% 281
2022
Q1 		$437K Buy
3,083
+127
+4% +$18.4K 0.01% 298
2021
Q4 		$523K Sell
2,956
-5
-0.2% -$801 0.01% 277
2021
Q3 		$428K Buy
2,961
+5
+0.2% +$784 0.01% 307
2021
Q2 		$444K Sell
2,956
-557
-16% -$84.2K 0.01% 306
2021
Q1 		$495K Buy
3,513
+232
+7% +$32.1K 0.01% 293
2020
Q4 		$458K Buy
3,281
+737
+29% +$105K 0.01% 302
2020
Q3 		$373K Buy
+2,544
New +$381K 0.01% 297
2018
Q1 		– Sell
-962
Closed -$110K – 456
2017
Q4 		$110K Hold
962
– – ﹤0.01% 446
2017
Q3 		$114K Hold
962
– – ﹤0.01% 438
2017
Q2 		$109K Sell
962
-373
-28% -$42.7K ﹤0.01% 453
2017
Q1 		$142K Buy
1,335
+85
+7% +$8.94K 0.01% 420
2016
Q4 		$123K Buy
1,250
+261
+26% +$24.3K 0.01% 456
2016
Q3 		$96K Sell
989
-91
-8% -$9.26K ﹤0.01% 491
2016
Q2 		$118K Sell
1,080
-138
-11% -$13.1K 0.01% 437
2016
Q1 		$108K Sell
1,218
-1,250
-51% -$101K ﹤0.01% 444
2015
Q4 		$187K Buy
2,468
+975
+65% +$70.3K 0.01% 377
2015
Q3 		$97K Sell
1,493
-5,807
-80% -$379K ﹤0.01% 489
2015
Q2 		$486K Sell
7,300
-1,160
-14% -$76.2K 0.02% 276
2015
Q1 		$558K Buy
8,460
+1,271
+18% +$87.2K 0.03% 259
2014
Q4 		$477K Sell
7,189
-236
-3% -$15.8K 0.02% 248
2014
Q3 		$463K Buy
7,425
+2,650
+55% +$168K 0.02% 268
2014
Q2 		$278K Hold
4,775
– – 0.01% 346
2014
Q1 		$253K Sell
4,775
-3,000
-39% -$156K 0.01% 343
2013
Q4 		$382K Sell
7,775
-3,050
-28% -$152K 0.02% 293
2013
Q3 		$575K Buy
10,825
+975
+10% +$55.4K 0.03% 262
2013
Q2 		$601K Buy
+9,850
New +$643K 0.03% 257

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's DLR Position: Q1 2026 in Review

Evercore Wealth Management reduced its Digital Realty Trust (DLR) stake by 0.49% in Q1 2026, selling an estimated $2.56K and leaving 3,038 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #269.

Evercore Wealth Management first reported a position in DLR in Q2 2013 and has held it in 42 quarters since. The position peaked at $601K in Q2 2013. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Evercore Wealth Management held 3,038 shares of Digital Realty Trust worth $547K as of Q1 2026.
  • Evercore Wealth Management sold 15 Digital Realty Trust shares in Q1 2026, an estimated $2.56K.
  • Digital Realty Trust made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Evercore Wealth Management first reported a position in Digital Realty Trust in Q2 2013 and has held it in 42 quarters since.
  • Evercore Wealth Management's Digital Realty Trust position peaked at $601K in Q2 2013.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.