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Mount Yale Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Mount Yale 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 		$1.98M Buy
11,019
+341
+3% +$65.3K 0.04% 414
2026
Q1 		$1.92M Buy
10,678
+9,192
+619% +$1.57M 0.04% 377
2025
Q4 		$232K Buy
1,486
+152
+11% +$25K 0.01% 663
2025
Q3 		$231K Buy
1,334
+1,079
+423% +$184K 0.02% 594
2025
Q2 		$44.5K Buy
+255
New +$41.7K ﹤0.01% 850

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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

Mount Yale Investment Advisors's DLR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Digital Realty Trust (DLR) stake by 3.2% in Q2 2026, buying an estimated $65.3K and bringing the position to 11,019 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #414.

Mount Yale Investment Advisors first reported a position in DLR in Q2 2025 and has held it in 5 quarters since. 1,330 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Mount Yale Investment Advisors held 11,019 shares of Digital Realty Trust worth $1.98M as of Q2 2026.
  • Mount Yale Investment Advisors bought 341 Digital Realty Trust shares in Q2 2026, an estimated $65.3K.
  • Digital Realty Trust made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #414 holding.
  • Mount Yale Investment Advisors first reported a position in Digital Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.