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GoalVest Advisory’s Digital Realty Trust DLR Stock Holding History

GoalVest Advisory’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 		$1.27M Buy
7,258
+262
+4% +$48.6K 0.22% 58
2026
Q2 		$1.26M Sell
6,996
-77
-1% -$14.7K 0.23% 56
2026
Q1 		$1.27M Sell
7,073
-653
-8% -$112K 0.25% 68
2025
Q4 		$1.2M Sell
7,726
-864
-10% -$142K 0.23% 76
2025
Q3 		$1.49M Buy
8,590
+8,390
+4,195% +$1.43M 0.31% 60
2025
Q2 		$34.9K Hold
200
– – 0.01% 232
2025
Q1 		$28.7K Hold
200
– – 0.01% 221
2024
Q4 		$35.5K Hold
200
– – 0.01% 205
2024
Q3 		$32.4K Hold
200
– – 0.01% 225
2024
Q2 		$30.4K Hold
200
– – 0.01% 202
2024
Q1 		$28.8K Buy
+200
New +$28.3K 0.01% 236
2023
Q1 		– Sell
-76
Closed -$7.59K – 269
2022
Q4 		$7.59K Hold
76
– – ﹤0.01% 192
2022
Q3 		$8K Hold
76
– – 0.01% 196
2022
Q2 		$10K Sell
76
-281
-79% -$38.8K 0.01% 251
2022
Q1 		$51K Buy
+357
New +$51.6K 0.03% 152
2021
Q2 		$529K Sell
3,519
-724
-17% -$109K 0.33% 85
2021
Q1 		$598K Sell
4,243
-6,992
-62% -$966K 0.45% 76
2020
Q4 		$1.57M Buy
+11,235
New +$1.61M 1.32% 20

Other funds holding DLR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GoalVest Advisory's DLR Position: Q3 2026 in Review

GoalVest Advisory increased its Digital Realty Trust (DLR) stake by 3.7% in Q3 2026, buying an estimated $48.6K and bringing the position to 7,258 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #58.

GoalVest Advisory first reported a position in DLR in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.57M in Q4 2020. 16 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • GoalVest Advisory held 7,258 shares of Digital Realty Trust worth $1.27M as of Q3 2026.
  • GoalVest Advisory bought 262 Digital Realty Trust shares in Q3 2026, an estimated $48.6K.
  • Digital Realty Trust made up 0.22% of GoalVest Advisory's portfolio in Q3 2026, its #58 holding.
  • GoalVest Advisory first reported a position in Digital Realty Trust in Q4 2020 and has held it in 18 quarters since.
  • GoalVest Advisory's Digital Realty Trust position peaked at $1.57M in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.