Marshall & Sterling Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Marshall & Sterling 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	$53.9K	Hold	300	–	–	0.03%	148
2026 Q1	$54.1K	Hold	300	–	–	0.04%	142
2025 Q4	$46.4K	Hold	300	–	–	0.03%	146
2025 Q3	$51.9K	Hold	300	–	–	0.03%	169
2025 Q2	$52.3K	Sell	300 -22	-7%	-$3.6K	0.04%	153
2025 Q1	$46.2K	Buy	322 +22	+7%	+$3.58K	0.03%	165
2024 Q4	$53.2K	Buy	+300	New	+$53.2K	0.04%	121

Other funds holding DLR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DLR Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Digital Realty Trust (DLR) position steady in Q2 2026 at 300 shares worth $53.9K. The position accounts for 0.03% of the portfolio, ranked #148.

Marshall & Sterling Wealth Advisors first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.1K in Q1 2026. 248 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Marshall & Sterling Wealth Advisors held 300 shares of Digital Realty Trust worth $53.9K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Marshall & Sterling Wealth Advisors first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Digital Realty Trust position peaked at $54.1K in Q1 2026.
248 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.