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Naviter Wealth’s Digital Realty Trust DLR Stock Holding History

Naviter Wealth’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 		$4.38M Buy
24,315
+2,613
+12% +$447K 0.55% 36
2025
Q4 		$3.38M Sell
21,702
-3,358
-13% -$551K 0.44% 48
2025
Q3 		$4.33M Buy
25,060
+1,384
+6% +$237K 0.5% 41
2025
Q2 		$4.13M Buy
23,676
+1,566
+7% +$256K 0.51% 40
2025
Q1 		$3.17M Buy
22,110
+596
+3% +$96.9K 0.38% 69
2024
Q4 		$3.84M Buy
21,514
+1,554
+8% +$276K 0.46% 53
2024
Q3 		$3.23M Sell
19,960
-1,086
-5% -$167K 0.45% 56
2024
Q2 		$3.2M Buy
21,046
+1,666
+9% +$239K 0.48% 50
2024
Q1 		$2.79M Buy
19,380
+782
+4% +$111K 0.46% 58
2023
Q4 		$2.52M Buy
18,598
+2,574
+16% +$332K 0.51% 44
2023
Q3 		$1.94M Buy
16,024
+907
+6% +$111K 0.47% 48
2023
Q2 		$1.72M Buy
15,117
+2,292
+18% +$227K 0.44% 55
2023
Q1 		$1.26M Buy
12,825
+1,813
+16% +$191K 0.44% 57
2022
Q4 		$1.18M Buy
11,012
+2,191
+25% +$224K 0.32% 75
2022
Q3 		$875K Buy
8,821
+5,080
+136% +$623K 0.36% 60
2022
Q2 		$486K Sell
3,741
-82
-2% -$11.3K 0.2% 126
2022
Q1 		$542K Buy
3,823
+452
+13% +$65.3K 0.18% 70
2021
Q4 		$600K Buy
+3,371
New +$540K 0.18% 72

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Naviter Wealth's DLR Position: Q1 2026 in Review

Naviter Wealth increased its Digital Realty Trust (DLR) stake by 12% in Q1 2026, buying an estimated $447K and bringing the position to 24,315 shares worth $4.38M. The position accounts for 0.55% of the portfolio, ranked #36.

Naviter Wealth first reported a position in DLR in Q4 2021 and has held it in 18 quarters since. 1,245 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Naviter Wealth held 24,315 shares of Digital Realty Trust worth $4.38M as of Q1 2026.
  • Naviter Wealth bought 2,613 Digital Realty Trust shares in Q1 2026, an estimated $447K.
  • Digital Realty Trust made up 0.55% of Naviter Wealth's portfolio in Q1 2026, its #36 holding.
  • Naviter Wealth first reported a position in Digital Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.