Evergreen Capital Management’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
6,296
+860
| +16% | +$165K | 0.02% | 495 |
|
|
2026
Q1 | $980K | Buy |
5,436
+2,262
| +71% | +$387K | 0.02% | 495 |
|
|
2025
Q4 | $494K | Sell |
3,174
-431
| -12% | -$70.8K | 0.01% | 751 |
|
|
2025
Q3 | $623K | Buy |
3,605
+336
| +10% | +$57.4K | 0.01% | 564 |
|
|
2025
Q2 | $570K | Buy |
3,269
+42
| +1% | +$6.87K | 0.02% | 506 |
|
|
2025
Q1 | $462K | Buy |
3,227
+1
| +0% | +$163 | 0.02% | 542 |
|
|
2024
Q4 | $576K | Buy |
3,226
+7
| +0.2% | +$1.24K | 0.02% | 462 |
|
|
2024
Q3 | $521K | Buy |
3,219
+71
| +2% | +$10.9K | 0.02% | 485 |
|
|
2024
Q2 | $479K | Buy |
3,148
+130
| +4% | +$18.7K | 0.02% | 476 |
|
|
2024
Q1 | $435K | Buy |
3,018
+60
| +2% | +$8.48K | 0.02% | 486 |
|
|
2023
Q4 | $402K | Buy |
2,958
+332
| +13% | +$42.9K | 0.02% | 480 |
|
|
2023
Q3 | $318K | Buy |
2,626
+35
| +1% | +$4.3K | 0.01% | 533 |
|
|
2023
Q2 | $295K | Sell |
2,591
-1,384
| -35% | -$137K | 0.01% | 562 |
|
|
2023
Q1 | $391K | Sell |
3,975
-57,286
| -94% | -$6.04M | 0.02% | 430 |
|
|
2022
Q4 | $6.22M | Buy |
61,261
+47,695
| +352% | +$4.87M | 0.29% | 101 |
|
|
2022
Q3 | $1.35M | Buy |
13,566
+869
| +7% | +$107K | 0.07% | 236 |
|
|
2022
Q2 | $1.65M | Sell |
12,697
-26,195
| -67% | -$3.62M | 0.09% | 209 |
|
|
2022
Q1 | $5.51M | Buy |
38,892
+727
| +2% | +$105K | 0.22% | 128 |
|
|
2021
Q4 | $6.75M | Buy |
38,165
+725
| +2% | +$116K | 0.27% | 102 |
|
|
2021
Q3 | $5.41M | Buy |
+37,440
| New | +$5.87M | 0.24% | 112 |
|
|
2020
Q1 | – | Sell |
-2,923
| Closed | -$350K | – | 413 |
|
|
2019
Q4 | $350K | Buy |
2,923
+29
| +1% | +$3.57K | 0.03% | 319 |
|
|
2019
Q3 | $376K | Sell |
2,894
-12
| -0.4% | -$1.46K | 0.04% | 263 |
|
|
2019
Q2 | $342K | Hold |
2,906
| – | – | 0.03% | 290 |
|
|
2019
Q1 | $346K | Sell |
2,906
-51
| -2% | -$5.69K | 0.03% | 256 |
|
|
2018
Q4 | $315K | Buy |
2,957
+12
| +0.4% | +$1.33K | 0.03% | 259 |
|
|
2018
Q3 | $331K | Hold |
2,945
| – | – | 0.03% | 270 |
|
|
2018
Q2 | $329K | Buy |
2,945
+53
| +2% | +$5.62K | 0.03% | 251 |
|
|
2018
Q1 | $305K | Buy |
+2,892
| New | +$305K | 0.03% | 260 |
|
|
2014
Q1 | – | Sell |
-35,090
| Closed | -$1.72M | – | 100 |
|
|
2013
Q4 | $1.72M | Buy |
+35,090
| New | +$1.74M | 0.31% | 80 |
|
Other funds holding DLR
AAMU
Evergreen Capital Management's DLR Position: Q2 2026 in Review
Evergreen Capital Management increased its Digital Realty Trust (DLR) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 6,296 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #495.
Evergreen Capital Management first reported a position in DLR in Q4 2013 and has held it in 29 quarters since. The position peaked at $6.75M in Q4 2021. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Evergreen Capital Management held 6,296 shares of Digital Realty Trust worth $1.13M as of Q2 2026.
- Evergreen Capital Management bought 860 Digital Realty Trust shares in Q2 2026, an estimated $165K.
- Digital Realty Trust made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #495 holding.
- Evergreen Capital Management first reported a position in Digital Realty Trust in Q4 2013 and has held it in 29 quarters since.
- Evergreen Capital Management's Digital Realty Trust position peaked at $6.75M in Q4 2021.
- 1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.