Evermay Wealth Management
DLR icon

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
Q3 		$37.7K Sell
215
-163
-43% -$30.2K ﹤0.01% 373
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 		$57.4K 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% -$6.32K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Evermay Wealth Management's DLR Position: Q3 2026 in Review

Evermay Wealth Management reduced its Digital Realty Trust (DLR) stake by 43% in Q3 2026, selling an estimated $30.2K and leaving 215 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Evermay Wealth Management first reported a position in DLR in Q2 2021 and has held it in 22 quarters since. The position peaked at $189K in Q2 2021. 1,081 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Evermay Wealth Management held 215 shares of Digital Realty Trust worth $37.7K as of Q3 2026.
  • Evermay Wealth Management sold 163 Digital Realty Trust shares in Q3 2026, an estimated $30.2K.
  • Digital Realty Trust made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #373 holding.
  • Evermay Wealth Management first reported a position in Digital Realty Trust in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's Digital Realty Trust position peaked at $189K in Q2 2021.
  • 1,081 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.