Excelsior Advisor Network’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
$212K Hold
1,183
0.03% 427
2026
Q1
$213K Buy
+1,183
New +$202K 0.08% 204

Other funds holding DLR

Excelsior Advisor Network's DLR Position: Q2 2026 in Review

Excelsior Advisor Network held its Digital Realty Trust (DLR) position steady in Q2 2026 at 1,183 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #427.

Excelsior Advisor Network first reported a position in DLR in Q1 2026 and has held it in 2 quarters since. The position peaked at $213K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Excelsior Advisor Network held 1,183 shares of Digital Realty Trust worth $212K as of Q2 2026.
  • Excelsior Advisor Network left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #427 holding.
  • Excelsior Advisor Network first reported a position in Digital Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Excelsior Advisor Network's Digital Realty Trust position peaked at $213K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.