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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's DLR Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Digital Realty Trust (DLR) stake by 1.5% in Q1 2026, buying an estimated $20.9K and bringing the position to 8,534 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #304.

Moneta Group Investment Advisors first reported a position in DLR in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.6M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Moneta Group Investment Advisors held 8,534 shares of Digital Realty Trust worth $1.54M as of Q1 2026.
Moneta Group Investment Advisors bought 122 Digital Realty Trust shares in Q1 2026, an estimated $20.9K.
Digital Realty Trust made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #304 holding.
Moneta Group Investment Advisors first reported a position in Digital Realty Trust in Q4 2017 and has held it in 12 quarters since.
Moneta Group Investment Advisors's Digital Realty Trust position peaked at $1.6M in Q2 2025.
1,245 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.