Legacy Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Legacy Financial 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
2025 Q4	–	Sell	-1,852	Closed	-$320K	–	412
2025 Q3	$320K	Buy	+1,852	New	+$317K	0.04%	309
2025 Q2	–	Sell	-1,669	Closed	-$239K	–	358
2025 Q1	$239K	Buy	1,669 +232	+16%	+$37.7K	0.04%	321
2024 Q4	$255K	Buy	1,437 +74	+5%	+$13.1K	0.04%	297
2024 Q3	$221K	Sell	1,363 -7	-0.5%	-$1.07K	0.04%	323
2024 Q2	$208K	Buy	+1,370	New	+$197K	0.04%	317
2019 Q2	–	Sell	-43	Closed	-$5K	–	318
2019 Q1	$5K	Buy	43 +22	+105%	+$2.46K	﹤0.01%	765
2018 Q4	$2K	Buy	21 +1	+5%	+$110	﹤0.01%	838
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	804
2018 Q2	$2K	Buy	20 +15	+300%	+$1.59K	﹤0.01%	816
2018 Q1	$0	Sell	5 -30	-86%	-$3.17K	﹤0.01%	841
2017 Q4	$3K	Buy	+35	New	+$4.12K	﹤0.01%	694

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Advisors's DLR Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 1,852 shares — an estimated $320K sold.

Legacy Financial Advisors first reported a position in DLR in Q4 2017 and held it in 11 quarters. The position peaked at $320K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

Legacy Financial Advisors reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
Legacy Financial Advisors sold 1,852 Digital Realty Trust shares in Q4 2025, an estimated $320K.
Legacy Financial Advisors first reported a position in Digital Realty Trust in Q4 2017 and held it in 11 quarters.
Legacy Financial Advisors's Digital Realty Trust position peaked at $320K in Q3 2025.
1,190 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.