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

Evermay 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
Q2 		$67.9K Buy
378
+163
+76% +$31.2K 0.01% 324
2026
Q1 		$38.7K Sell
215
-140
-39% -$23.9K ﹤0.01% 335
2025
Q4 		$55.4K Sell
355
-15
-4% -$2.46K 0.01% 316
2025
Q3 		$64K Hold
370
– – 0.01% 308
2025
Q2 		$64.5K Hold
370
– – 0.01% 301
2025
Q1 		$53K Hold
370
– – 0.01% 317
2024
Q4 		$66K Buy
370
+15
+4% +$2.66K 0.01% 293
2024
Q3 		$57.5K Sell
355
-191
-35% -$29.3K 0.01% 324
2024
Q2 		$83K Hold
546
– – 0.01% 285
2024
Q1 		$78.6K Sell
546
-3
-0.5% -$424 0.01% 308
2023
Q4 		$74.6K Buy
549
+3
+0.5% +$387 0.01% 285
2023
Q3 		$66.1K Hold
546
– – 0.01% 276
2023
Q2 		$62.2K Hold
546
– – 0.01% 293
2023
Q1 		$53.7K Sell
546
-60
-10% -$6.33K 0.01% 295
2022
Q4 		$61.6K Buy
606
+136
+29% +$13.9K 0.01% 279
2022
Q3 		$47K Buy
470
+45
+11% +$5.52K 0.01% 285
2022
Q2 		$55K Buy
425
+55
+15% +$7.6K 0.01% 268
2022
Q1 		$52K Sell
370
-275
-43% -$39.7K 0.01% 297
2021
Q4 		$114K Sell
645
-80
-11% -$12.8K 0.02% 220
2021
Q3 		$105K Sell
725
-530
-42% -$83.1K 0.02% 212
2021
Q2 		$189K Buy
+1,255
New +$190K 0.04% 178

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

Evermay Wealth Management's DLR Position: Q2 2026 in Review

Evermay Wealth Management increased its Digital Realty Trust (DLR) stake by 76% in Q2 2026, buying an estimated $31.2K and bringing the position to 378 shares worth $67.9K. The position accounts for 0.01% of the portfolio, ranked #324.

Evermay Wealth Management first reported a position in DLR in Q2 2021 and has held it in 21 quarters since. The position peaked at $189K in Q2 2021. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Evermay Wealth Management held 378 shares of Digital Realty Trust worth $67.9K as of Q2 2026.
  • Evermay Wealth Management bought 163 Digital Realty Trust shares in Q2 2026, an estimated $31.2K.
  • Digital Realty Trust made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Evermay Wealth Management first reported a position in Digital Realty Trust in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Digital Realty Trust position peaked at $189K in Q2 2021.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.