Independent Advisor Alliance’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 | $3.44M | Buy |
19,159
+6,954
| +57% | +$1.33M | 0.08% | 180 |
|
|
2026
Q1 | $2.2M | Buy |
12,205
+856
| +8% | +$146K | 0.02% | 530 |
|
|
2025
Q4 | $1.76M | Buy |
11,349
+255
| +2% | +$41.9K | 0.04% | 335 |
|
|
2025
Q3 | $1.92M | Buy |
11,094
+2,800
| +34% | +$479K | 0.05% | 307 |
|
|
2025
Q2 | $1.45M | Buy |
8,294
+1,560
| +23% | +$255K | 0.04% | 340 |
|
|
2025
Q1 | $965K | Sell |
6,734
-196
| -3% | -$31.9K | 0.03% | 379 |
|
|
2024
Q4 | $1.23M | Buy |
6,930
+1,283
| +23% | +$228K | 0.02% | 661 |
|
|
2024
Q3 | $914K | Sell |
5,647
-138
| -2% | -$21.2K | 0.03% | 345 |
|
|
2024
Q2 | $880K | Sell |
5,785
-454
| -7% | -$65.2K | 0.03% | 349 |
|
|
2024
Q1 | $899K | Sell |
6,239
-280
| -4% | -$39.6K | 0.03% | 341 |
|
|
2023
Q4 | $877K | Sell |
6,519
-105
| -2% | -$13.6K | 0.03% | 331 |
|
|
2023
Q3 | $802K | Sell |
6,624
-449
| -6% | -$55.1K | 0.04% | 324 |
|
|
2023
Q2 | $805K | Sell |
7,073
-23
| -0.3% | -$2.28K | 0.04% | 332 |
|
|
2023
Q1 | $698K | Buy |
+7,096
| New | +$748K | 0.03% | 349 |
|
|
2022
Q4 | – | Sell |
-7,772
| Closed | -$771K | – | 477 |
|
|
2022
Q3 | $771K | Sell |
7,772
-287
| -4% | -$35.2K | 0.05% | 293 |
|
|
2022
Q2 | $1.05M | Sell |
8,059
-103
| -1% | -$14.2K | 0.06% | 260 |
|
|
2022
Q1 | $1.16M | Buy |
8,162
+2,732
| +50% | +$395K | 0.06% | 257 |
|
|
2021
Q4 | $960K | Buy |
5,430
+50
| +0.9% | +$8.01K | 0.05% | 284 |
|
|
2021
Q3 | $777K | Buy |
5,380
+147
| +3% | +$23.1K | 0.04% | 297 |
|
|
2021
Q2 | $787K | Sell |
5,233
-7
| -0.1% | -$1.06K | 0.04% | 309 |
|
|
2021
Q1 | $738K | Sell |
5,240
-837
| -14% | -$116K | 0.04% | 300 |
|
|
2020
Q4 | $848K | Sell |
6,077
-178
| -3% | -$25.5K | 0.06% | 242 |
|
|
2020
Q3 | $918K | Buy |
6,255
+658
| +12% | +$98.6K | 0.07% | 198 |
|
|
2020
Q2 | $795K | Buy |
5,597
+869
| +18% | +$123K | 0.09% | 194 |
|
|
2020
Q1 | $657K | Sell |
4,728
-89
| -2% | -$11.3K | 0.1% | 180 |
|
|
2019
Q4 | $577K | Buy |
4,817
+317
| +7% | +$39K | 0.03% | 500 |
|
|
2019
Q3 | $584K | Buy |
4,500
+60
| +1% | +$7.3K | 0.07% | 233 |
|
|
2019
Q2 | $523K | Sell |
4,440
-222
| -5% | -$26.4K | 0.08% | 217 |
|
|
2019
Q1 | $555K | Sell |
4,662
-275
| -6% | -$30.7K | 0.08% | 215 |
|
|
2018
Q4 | $526K | Sell |
4,937
-174
| -3% | -$19.2K | 0.09% | 186 |
|
|
2018
Q3 | $569K | Buy |
5,111
+407
| +9% | +$48.7K | 0.1% | 178 |
|
|
2018
Q2 | $525K | Sell |
4,704
-414
| -8% | -$43.9K | 0.11% | 182 |
|
|
2018
Q1 | $527K | Sell |
5,118
-714
| -12% | -$75.3K | 0.12% | 185 |
|
|
2017
Q4 | $666K | Sell |
5,832
-76
| -1% | -$8.95K | 0.15% | 154 |
|
|
2017
Q3 | $703K | Buy |
5,908
+206
| +4% | +$23.8K | 0.19% | 126 |
|
|
2017
Q2 | $628K | Buy |
5,702
+297
| +5% | +$34K | 0.2% | 120 |
|
|
2017
Q1 | $578K | Buy |
5,405
+623
| +13% | +$65.5K | 0.09% | 217 |
|
|
2016
Q4 | $506K | Buy |
+4,782
| New | +$445K | 0.22% | 110 |
|
Other funds holding DLR
AAMU
Independent Advisor Alliance's DLR Position: Q2 2026 in Review
Independent Advisor Alliance increased its Digital Realty Trust (DLR) stake by 57% in Q2 2026, buying an estimated $1.33M and bringing the position to 19,159 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #180.
Independent Advisor Alliance first reported a position in DLR in Q4 2016 and has held it in 38 quarters since. 1,304 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Independent Advisor Alliance held 19,159 shares of Digital Realty Trust worth $3.44M as of Q2 2026.
- Independent Advisor Alliance bought 6,954 Digital Realty Trust shares in Q2 2026, an estimated $1.33M.
- Digital Realty Trust made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #180 holding.
- Independent Advisor Alliance first reported a position in Digital Realty Trust in Q4 2016 and has held it in 38 quarters since.
- 1,304 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.