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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's DLR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Digital Realty Trust (DLR) stake by 619% in Q1 2026, buying an estimated $1.57M and bringing the position to 10,678 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #377.

Mount Yale Investment Advisors first reported a position in DLR in Q2 2025 and has held it in 4 quarters since. 1,246 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Mount Yale Investment Advisors held 10,678 shares of Digital Realty Trust worth $1.92M as of Q1 2026.
  • Mount Yale Investment Advisors bought 9,192 Digital Realty Trust shares in Q1 2026, an estimated $1.57M.
  • Digital Realty Trust made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #377 holding.
  • Mount Yale Investment Advisors first reported a position in Digital Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.