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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

GoalVest Advisory's DLR Position: Q2 2026 in Review

GoalVest Advisory reduced its Digital Realty Trust (DLR) stake by 1.1% in Q2 2026, selling an estimated $14.7K and leaving 6,996 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #56.

GoalVest Advisory first reported a position in DLR in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.57M in Q4 2020. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

GoalVest Advisory held 6,996 shares of Digital Realty Trust worth $1.26M as of Q2 2026.
GoalVest Advisory sold 77 Digital Realty Trust shares in Q2 2026, an estimated $14.7K.
Digital Realty Trust made up 0.23% of GoalVest Advisory's portfolio in Q2 2026, its #56 holding.
GoalVest Advisory first reported a position in Digital Realty Trust in Q4 2020 and has held it in 17 quarters since.
GoalVest Advisory's Digital Realty Trust position peaked at $1.57M in Q4 2020.
1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.