Moneta Group Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Moneta Group Investment 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	$1.48M	Sell	8,253 -281	-3%	-$53.8K	0.01%	335
2026 Q1	$1.54M	Buy	8,534 +122	+1%	+$20.9K	0.01%	304
2025 Q4	$1.3M	Sell	8,412 -661	-7%	-$109K	0.01%	319
2025 Q3	$1.57M	Sell	9,073 -126	-1%	-$21.5K	0.01%	286
2025 Q2	$1.6M	Buy	9,199 +820	+10%	+$134K	0.02%	251
2025 Q1	$1.2M	Buy	8,379 +316	+4%	+$51.4K	0.02%	266
2024 Q4	$1.43M	Buy	8,063 +1,568	+24%	+$278K	0.02%	247
2024 Q3	$1.05M	Buy	6,495 +1,004	+18%	+$154K	0.02%	275
2024 Q2	$835K	Buy	5,491 +1,467	+36%	+$211K	0.01%	292
2024 Q1	$580K	Buy	4,024 +1,338	+50%	+$189K	0.01%	350
2023 Q4	$361K	Buy	+2,686	New	+$347K	0.01%	398
2018 Q3	–	Sell	-150	Closed	-$17K	–	269
2018 Q2	$17K	Buy	+150	New	+$15.9K	﹤0.01%	367
2018 Q1	–	Sell	-3	Closed	–	–	634
2017 Q4	$0	Buy	+3	New	+$353	﹤0.01%	482

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

Moneta Group Investment Advisors's DLR Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Digital Realty Trust (DLR) stake by 3.3% in Q2 2026, selling an estimated $53.8K and leaving 8,253 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #335.

Moneta Group Investment Advisors first reported a position in DLR in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.6M in Q2 2025. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Moneta Group Investment Advisors held 8,253 shares of Digital Realty Trust worth $1.48M as of Q2 2026.
Moneta Group Investment Advisors sold 281 Digital Realty Trust shares in Q2 2026, an estimated $53.8K.
Digital Realty Trust made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #335 holding.
Moneta Group Investment Advisors first reported a position in Digital Realty Trust in Q4 2017 and has held it in 13 quarters since.
Moneta Group Investment Advisors's Digital Realty Trust position peaked at $1.6M in Q2 2025.
1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.