Legacy Advisors’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
Q1 | – | Sell |
-4,500
| Closed | -$702K | – | 290 |
|
|
2025
Q4 | $702K | Buy |
4,500
+99
| +2% | +$16.3K | 0.08% | 132 |
|
|
2025
Q3 | $761K | Buy |
+4,401
| New | +$752K | 0.09% | 114 |
|
|
2025
Q2 | – | Sell |
-5,309
| Closed | -$761K | – | 128 |
|
|
2025
Q1 | $761K | Buy |
5,309
+17
| +0.3% | +$2.77K | 0.08% | 199 |
|
|
2024
Q4 | $945K | Buy |
5,292
+108
| +2% | +$19.2K | 0.09% | 168 |
|
|
2024
Q3 | $839K | Buy |
5,184
+121
| +2% | +$18.6K | 0.09% | 178 |
|
|
2024
Q2 | $770K | Buy |
5,063
+133
| +3% | +$19.1K | 0.09% | 159 |
|
|
2024
Q1 | $710K | Buy |
4,930
+87
| +2% | +$12.3K | 0.09% | 177 |
|
|
2023
Q4 | $652K | Buy |
4,843
+32
| +0.7% | +$4.13K | 0.08% | 172 |
|
|
2023
Q3 | $582K | Buy |
4,811
+235
| +5% | +$28.9K | 0.09% | 172 |
|
|
2023
Q2 | $521K | Sell |
4,576
-72
| -2% | -$7.12K | 0.08% | 170 |
|
|
2023
Q1 | $457K | Buy |
4,648
+15
| +0.3% | +$1.58K | 0.08% | 158 |
|
|
2022
Q4 | $470K | Buy |
4,633
+4
| +0.1% | +$408 | 0.09% | 150 |
|
|
2022
Q3 | $459K | Buy |
4,629
+215
| +5% | +$26.4K | 0.1% | 134 |
|
|
2022
Q2 | $573K | Sell |
4,414
-12
| -0.3% | -$1.66K | 0.12% | 110 |
|
|
2022
Q1 | $628K | Buy |
4,426
+75
| +2% | +$10.8K | 0.12% | 106 |
|
|
2021
Q4 | $770K | Hold |
4,351
| – | – | 0.28% | 49 |
|
|
2021
Q3 | $629K | Buy |
4,351
+3
| +0.1% | +$471 | 0.25% | 60 |
|
|
2021
Q2 | $654K | Hold |
4,348
| – | – | 0.27% | 57 |
|
|
2021
Q1 | $612K | Hold |
4,348
| – | – | 0.27% | 56 |
|
|
2020
Q4 | $607K | Hold |
4,348
| – | – | 0.34% | 51 |
|
|
2020
Q3 | $638K | Hold |
4,348
| – | – | 0.42% | 44 |
|
|
2020
Q2 | $618K | Hold |
4,348
| – | – | 0.49% | 47 |
|
|
2020
Q1 | $604K | Hold |
4,348
| – | – | 0.6% | 44 |
|
|
2019
Q4 | $521K | Buy |
+4,348
| New | +$535K | 0.33% | 61 |
|
|
2019
Q3 | – | Sell |
-130
| Closed | -$15K | – | 170 |
|
|
2019
Q2 | $15K | Hold |
130
| – | – | 0.01% | 279 |
|
|
2019
Q1 | $15K | Buy |
+130
| New | +$14.5K | ﹤0.01% | 301 |
|
|
2018
Q4 | – | Sell |
-130
| Closed | -$15K | – | 190 |
|
|
2018
Q3 | $15K | Hold |
130
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $15K | Sell |
130
-16
| -11% | -$1.7K | 0.01% | 274 |
|
|
2018
Q1 | $15K | Buy |
146
+16
| +12% | +$1.69K | 0.01% | 228 |
|
|
2017
Q4 | $14K | Hold |
130
| – | – | 0.01% | 216 |
|
|
2017
Q3 | $15K | Hold |
130
| – | – | 0.02% | 180 |
|
|
2017
Q2 | $14K | Hold |
130
| – | – | 0.02% | 149 |
|
|
2017
Q1 | $13K | Hold |
130
| – | – | 0.02% | 144 |
|
|
2016
Q4 | $12K | Buy |
+130
| New | +$12.1K | 0.02% | 160 |
|
Other funds holding DLR
VPM
VCM
AAMU
Legacy Advisors's DLR Position: Q1 2026 in Review
Legacy Advisors sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 4,500 shares — an estimated $702K sold.
Legacy Advisors first reported a position in DLR in Q4 2016 and held it in 34 quarters. The position peaked at $945K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.
- Legacy Advisors reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
- Legacy Advisors sold 4,500 Digital Realty Trust shares in Q1 2026, an estimated $702K.
- Legacy Advisors first reported a position in Digital Realty Trust in Q4 2016 and held it in 34 quarters.
- Legacy Advisors's Digital Realty Trust position peaked at $945K in Q4 2024.
- 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.
Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.