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J.W. Cole Advisors’s Digital Realty Trust DLR Stock Holding History

J.W. Cole 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
Q2 		$560K Buy
+3,117
New +$597K 0.01% 969
2026
Q1 		– Sell
-3,065
Closed -$420K – 916
2025
Q4 		$420K Buy
3,065
+428
+16% +$70.3K 0.01% 957
2025
Q3 		$456K Buy
2,637
+12
+0.5% +$2.05K 0.01% 1023
2025
Q2 		$458K Buy
2,625
+463
+21% +$75.7K 0.01% 944
2025
Q1 		$310K Buy
+2,162
New +$352K 0.01% 944
2024
Q2 		– Sell
-1,640
Closed -$236K – 904
2024
Q1 		$236K Buy
+1,640
New +$232K 0.01% 779
2023
Q2 		– Sell
-3,799
Closed -$373K – 775
2023
Q1 		$373K Buy
3,799
+1,722
+83% +$182K 0.03% 529
2022
Q4 		$208K Buy
+2,077
New +$212K 0.02% 679
2022
Q1 		– Sell
-1,206
Closed -$213K – 822
2021
Q4 		$213K Sell
1,206
-374
-24% -$59.9K 0.01% 764
2021
Q3 		$228K Sell
1,580
-51
-3% -$8K 0.02% 415
2021
Q2 		$245K Buy
+1,631
New +$247K 0.02% 637
2020
Q4 		– Sell
-2,269
Closed -$333K – 687
2020
Q3 		$333K Buy
+2,269
New +$340K 0.03% 512

Other funds holding DLR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

J.W. Cole Advisors's DLR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Digital Realty Trust (DLR) in Q2 2026: 3,117 shares worth $560K. The stake represents 0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DLR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DLR in Q3 2020 and has held it in 12 quarters since. 330 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • J.W. Cole Advisors held 3,117 shares of Digital Realty Trust worth $560K as of Q2 2026.
  • Digital Realty Trust was a new J.W. Cole Advisors position in Q2 2026.
  • Digital Realty Trust made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #969 holding.
  • J.W. Cole Advisors first reported a position in Digital Realty Trust in Q3 2020 and has held it in 12 quarters since.
  • 330 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.