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Kingsview Wealth Management’s Digital Realty Trust DLR Stock Holding History

Kingsview Wealth Management’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 		$625K Sell
3,478
-75
-2% -$14.4K 0.01% 898
2026
Q1 		$640K Buy
3,553
+610
+21% +$104K 0.01% 819
2025
Q4 		$455K Sell
2,943
-343
-10% -$56.3K 0.01% 873
2025
Q3 		$568K Buy
3,286
+283
+9% +$48.4K 0.01% 765
2025
Q2 		$524K Buy
3,003
+589
+24% +$96.3K 0.01% 752
2025
Q1 		$346K Sell
2,414
-1,443
-37% -$235K 0.01% 841
2024
Q4 		$684K Buy
3,857
+1,308
+51% +$232K 0.01% 653
2024
Q3 		$413K Buy
2,549
+272
+12% +$41.7K 0.01% 776
2024
Q2 		$346K Sell
2,277
-28
-1% -$4.02K 0.01% 795
2024
Q1 		$332K Sell
2,305
-536
-19% -$75.8K 0.01% 784
2023
Q4 		$382K Sell
2,841
-205
-7% -$26.5K 0.01% 698
2023
Q3 		$369K Buy
3,046
+293
+11% +$36K 0.01% 699
2023
Q2 		$313K Sell
2,753
-133
-5% -$13.2K 0.01% 728
2023
Q1 		$284K Buy
2,886
+438
+18% +$46.2K 0.01% 725
2022
Q4 		$245K Buy
+2,448
New +$250K 0.01% 734
2022
Q1 		– Sell
-1,383
Closed -$245K – 899
2021
Q4 		$245K Sell
1,383
-17
-1% -$2.72K 0.01% 806
2021
Q3 		$202K Sell
1,400
-440
-24% -$69K 0.01% 801
2021
Q2 		$276K Buy
+1,840
New +$278K 0.01% 719

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Kingsview Wealth Management's DLR Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Digital Realty Trust (DLR) stake by 2.1% in Q2 2026, selling an estimated $14.4K and leaving 3,478 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #898.

Kingsview Wealth Management first reported a position in DLR in Q2 2021 and has held it in 18 quarters since. The position peaked at $684K in Q4 2024. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Kingsview Wealth Management held 3,478 shares of Digital Realty Trust worth $625K as of Q2 2026.
  • Kingsview Wealth Management sold 75 Digital Realty Trust shares in Q2 2026, an estimated $14.4K.
  • Digital Realty Trust made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #898 holding.
  • Kingsview Wealth Management first reported a position in Digital Realty Trust in Q2 2021 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Digital Realty Trust position peaked at $684K in Q4 2024.
  • 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.