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IBEX Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

IBEX 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
Q1 		– Sell
-41,931
Closed -$6.49M – 204
2025
Q4 		$6.49M Buy
41,931
+32
+0.1% +$5.25K 0.64% 58
2025
Q3 		$7.24M Buy
41,899
+571
+1% +$97.6K 0.69% 43
2025
Q2 		$7.2M Buy
41,328
+2,709
+7% +$443K 0.77% 43
2025
Q1 		$5.53M Buy
38,619
+671
+2% +$109K 0.73% 49
2024
Q4 		$6.73M Buy
+37,948
New +$6.73M 0.79% 40
2024
Q3 		– Sell
-31,669
Closed -$4.82M – 126
2024
Q2 		$4.82M Buy
31,669
+5,135
+19% +$737K 0.75% 40
2024
Q1 		$2.66M Buy
26,534
+26,508
+101,954% +$3.75M 0.72% 48
2023
Q4 		$3.48K Sell
26
-25,209
-100% -$3.26M 0.76% 48
2023
Q3 		$3.05M Buy
+25,235
New +$3.1M 0.78% 45
2023
Q1 		$2.82M Buy
28,693
+2,159
+8% +$228K 0.73% 52
2022
Q4 		$2.66M Sell
26,534
-1,390
-5% -$142K 0.6% 54
2022
Q3 		$2.77M Sell
27,924
-260
-0.9% -$31.9K 0.72% 50
2022
Q2 		$3.66M Buy
28,184
+189
+0.7% +$26.1K 0.84% 42
2022
Q1 		$3.97M Buy
27,995
+1,002
+4% +$145K 0.76% 46
2021
Q4 		$4.77M Sell
26,993
-170
-0.6% -$27.2K 0.85% 36
2021
Q3 		$3.92M Buy
27,163
+731
+3% +$115K 0.76% 53
2021
Q2 		$3.98M Buy
26,432
+1,110
+4% +$168K 0.8% 51
2021
Q1 		$3.57M Buy
25,322
+1,685
+7% +$233K 0.88% 51
2020
Q4 		$3.3M Buy
23,637
+131
+0.6% +$18.7K 0.86% 52
2020
Q3 		$3.45M Sell
23,506
-390
-2% -$58.4K 1% 42
2020
Q2 		$3.4M Sell
23,896
-1,596
-6% -$226K 1.09% 40
2020
Q1 		$3.54M Buy
25,492
+2,972
+13% +$378K 1.38% 30
2019
Q4 		$2.7M Buy
22,520
+34
+0.2% +$4.18K 0.83% 49
2019
Q3 		$2.92M Buy
22,486
+305
+1% +$37.1K 0.97% 41
2019
Q2 		$2.61M Buy
22,181
+1,408
+7% +$168K 0.75% 49
2019
Q1 		$2.47M Buy
20,773
+9,334
+82% +$1.04M 0.87% 49
2018
Q4 		$1.22M Buy
+11,439
New +$1.26M 0.56% 52

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's DLR Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 41,931 shares — an estimated $6.49M sold.

IBEX Wealth Advisors first reported a position in DLR in Q4 2018 and held it in 27 quarters. The position peaked at $7.24M in Q3 2025. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • IBEX Wealth Advisors reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 41,931 Digital Realty Trust shares in Q1 2026, an estimated $6.49M.
  • IBEX Wealth Advisors first reported a position in Digital Realty Trust in Q4 2018 and held it in 27 quarters.
  • IBEX Wealth Advisors's Digital Realty Trust position peaked at $7.24M in Q3 2025.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.