HHM Wealth Advisors’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
$75.4K Hold
420
0.01% 328
2026
Q1
$75.7K Hold
420
0.01% 316
2025
Q4
$65K Hold
420
0.01% 324
2025
Q3
$72.6K Hold
420
0.01% 319
2025
Q2
$73.2K Sell
420
-9
-2% -$1.47K 0.01% 318
2025
Q1
$61.5K Hold
429
0.01% 322
2024
Q4
$76.1K Buy
429
+344
+405% +$61K 0.01% 298
2024
Q3
$13.8K Hold
85
﹤0.01% 515
2024
Q2
$12.9K Sell
85
-168
-66% -$24.1K ﹤0.01% 518
2024
Q1
$36.4K Hold
253
0.01% 339
2023
Q4
$34K Sell
253
-135
-35% -$17.4K 0.01% 343
2023
Q3
$47K Hold
388
0.01% 280
2023
Q2
$44.2K Sell
388
-58
-13% -$5.74K 0.01% 304
2023
Q1
$43.8K Hold
446
0.01% 295
2022
Q4
$44.7K Buy
446
+10
+2% +$1.02K 0.01% 259
2022
Q3
$43K Buy
436
+165
+61% +$20.2K 0.01% 253
2022
Q2
$35K Hold
271
0.01% 326
2022
Q1
$38K Sell
271
-36
-12% -$5.2K 0.01% 347
2021
Q4
$54K Hold
307
0.01% 294
2021
Q3
$44K Sell
307
-10
-3% -$1.57K 0.01% 311
2021
Q2
$48K Hold
317
0.01% 302
2021
Q1
$45K Hold
317
0.01% 290
2020
Q4
$44K Hold
317
0.02% 273
2020
Q3
$47K Buy
317
+195
+160% +$29.2K 0.02% 230
2020
Q2
$17K Hold
122
0.01% 320
2020
Q1
$17K Buy
+122
New +$15.5K 0.01% 311

Other funds holding DLR

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

HHM Wealth Advisors held its Digital Realty Trust (DLR) position steady in Q2 2026 at 420 shares worth $75.4K. The position accounts for 0.01% of the portfolio, ranked #328.

HHM Wealth Advisors first reported a position in DLR in Q1 2020 and has held it in 26 quarters since. The position peaked at $76.1K in Q4 2024. 335 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • HHM Wealth Advisors held 420 shares of Digital Realty Trust worth $75.4K as of Q2 2026.
  • HHM Wealth Advisors left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • HHM Wealth Advisors first reported a position in Digital Realty Trust in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Digital Realty Trust position peaked at $76.1K in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

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