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

JFS 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 Q2	$539	Hold	3	–	–	﹤0.01%	1942
2026 Q1	$541	Hold	3	–	–	﹤0.01%	1762
2025 Q4	$465	Sell	3 -20	-87%	-$3.28K	﹤0.01%	1813
2025 Q3	$3.98K	Hold	23	–	–	﹤0.01%	1209
2025 Q2	$4.01K	Sell	23 -25	-52%	-$4.09K	﹤0.01%	1159
2025 Q1	$6.88K	Buy	48 +9	+23%	+$1.46K	﹤0.01%	1003
2024 Q4	$6.92K	Buy	+39	New	+$6.92K	﹤0.01%	986
2024 Q3	–	Sell	-7	Closed	-$1.06K	–	1979
2024 Q2	$1.06K	Sell	7 -2	-22%	-$287	﹤0.01%	1655
2024 Q1	$1.3K	Hold	9	–	–	﹤0.01%	1584
2023 Q4	$1.21K	Buy	+9	New	+$1.16K	﹤0.01%	1597
2022 Q3	–	Sell	-10	Closed	-$1K	–	1782
2022 Q2	$1K	Buy	+10	New	+$1.38K	﹤0.01%	1503

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

JFS Wealth Advisors held its Digital Realty Trust (DLR) position steady in Q2 2026 at 3 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

JFS Wealth Advisors first reported a position in DLR in Q2 2022 and has held it in 11 quarters since. The position peaked at $6.92K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

JFS Wealth Advisors held 3 shares of Digital Realty Trust worth $539 as of Q2 2026.
JFS Wealth Advisors left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1942 holding.
JFS Wealth Advisors first reported a position in Digital Realty Trust in Q2 2022 and has held it in 11 quarters since.
JFS Wealth Advisors's Digital Realty Trust position peaked at $6.92K in Q4 2024.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.