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
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 $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

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

Evermay Wealth Management reduced its Digital Realty Trust (DLR) stake by 39% in Q1 2026, selling an estimated $23.9K and leaving 215 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Evermay Wealth Management first reported a position in DLR in Q2 2021 and has held it in 20 quarters since. The position peaked at $189K in Q2 2021. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Evermay Wealth Management held 215 shares of Digital Realty Trust worth $38.7K as of Q1 2026.
  • Evermay Wealth Management sold 140 Digital Realty Trust shares in Q1 2026, an estimated $23.9K.
  • Digital Realty Trust made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #335 holding.
  • Evermay Wealth Management first reported a position in Digital Realty Trust in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Digital Realty Trust position peaked at $189K in Q2 2021.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.