EWA
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EverSource Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

EverSource Wealth Advisors’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 		$347K Sell
1,935
-215
-10% -$41.2K 0.01% 738
2026
Q1 		$387K Buy
2,150
+213
+11% +$36.4K 0.01% 719
2025
Q4 		$300K Sell
1,937
-109
-5% -$17.9K 0.01% 760
2025
Q3 		$354K Buy
2,046
+33
+2% +$5.64K 0.01% 641
2025
Q2 		$351K Buy
2,013
+101
+5% +$16.5K 0.02% 594
2025
Q1 		$274K Sell
1,912
-744
-28% -$121K 0.02% 556
2024
Q4 		$471K Buy
2,656
+1,425
+116% +$253K 0.03% 386
2024
Q3 		$199K Buy
1,231
+51
+4% +$7.82K 0.01% 558
2024
Q2 		$177K Sell
1,180
-86
-7% -$12.3K 0.01% 603
2024
Q1 		$176K Buy
1,266
+63
+5% +$8.9K 0.01% 532
2023
Q4 		$162K Buy
1,203
+652
+118% +$84.2K 0.01% 488
2023
Q3 		$66.6K Sell
551
-64
-10% -$7.86K 0.01% 710
2023
Q2 		$70K Sell
615
-441
-42% -$43.6K 0.01% 710
2023
Q1 		$104K Buy
1,056
+23
+2% +$2.42K 0.01% 536
2022
Q4 		$104K Buy
1,033
+176
+21% +$18K 0.02% 494
2022
Q3 		$84K Buy
857
+80
+10% +$9.81K 0.02% 478
2022
Q2 		$100K Buy
777
+56
+8% +$7.74K 0.03% 374
2022
Q1 		$102K Buy
721
+538
+294% +$77.7K 0.03% 331
2021
Q4 		$32K Buy
+183
New +$29.3K 0.01% 515

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

EverSource Wealth Advisors's DLR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 10% in Q2 2026, selling an estimated $41.2K and leaving 1,935 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #738.

EverSource Wealth Advisors first reported a position in DLR in Q4 2021 and has held it in 19 quarters since. The position peaked at $471K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • EverSource Wealth Advisors held 1,935 shares of Digital Realty Trust worth $347K as of Q2 2026.
  • EverSource Wealth Advisors sold 215 Digital Realty Trust shares in Q2 2026, an estimated $41.2K.
  • Digital Realty Trust made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #738 holding.
  • EverSource Wealth Advisors first reported a position in Digital Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Digital Realty Trust position peaked at $471K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.