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

Kingswood 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	$732K	Sell	4,078 -8	-0.2%	-$1.53K	0.03%	498
2026 Q1	$736K	Sell	4,086 -36	-0.9%	-$6.15K	0.03%	445
2025 Q4	$638K	Sell	4,122 -65	-2%	-$10.7K	0.03%	459
2025 Q3	$724K	Sell	4,187 -564	-12%	-$96.4K	0.04%	380
2025 Q2	$828K	Buy	4,751 +51	+1%	+$8.34K	0.07%	299
2025 Q1	$673K	Sell	4,700 -2,230	-32%	-$363K	0.06%	326
2024 Q4	$1.23M	Sell	6,930 -1,887	-21%	-$335K	0.09%	229
2024 Q3	$1.43M	Sell	8,817 -1,787	-17%	-$274K	0.1%	229
2024 Q2	$1.61M	Buy	10,604 +4,031	+61%	+$579K	0.15%	143
2024 Q1	$947K	Sell	6,573 -2,887	-31%	-$408K	0.11%	215
2023 Q4	$1.27M	Buy	9,460 +2,810	+42%	+$363K	0.14%	164
2023 Q3	$805K	Buy	+6,650	New	+$817K	0.14%	174

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

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

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

Kingswood Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 0.2% in Q2 2026, selling an estimated $1.53K and leaving 4,078 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #498.

Kingswood Wealth Advisors first reported a position in DLR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q2 2024. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Kingswood Wealth Advisors held 4,078 shares of Digital Realty Trust worth $732K as of Q2 2026.
Kingswood Wealth Advisors sold 8 Digital Realty Trust shares in Q2 2026, an estimated $1.53K.
Digital Realty Trust made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #498 holding.
Kingswood Wealth Advisors first reported a position in Digital Realty Trust in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Digital Realty Trust position peaked at $1.61M in Q2 2024.
1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.