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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
Q2 		$5.39M Buy
30,010
+5,695
+23% +$1.09M 0.49% 43
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 $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 $3.37T AUM 44.26% 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

Naviter Wealth's DLR Position: Q2 2026 in Review

Naviter Wealth increased its Digital Realty Trust (DLR) stake by 23% in Q2 2026, buying an estimated $1.09M and bringing the position to 30,010 shares worth $5.39M. The position accounts for 0.49% of the portfolio, ranked #43.

Naviter Wealth first reported a position in DLR in Q4 2021 and has held it in 19 quarters since. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Naviter Wealth held 30,010 shares of Digital Realty Trust worth $5.39M as of Q2 2026.
  • Naviter Wealth bought 5,695 Digital Realty Trust shares in Q2 2026, an estimated $1.09M.
  • Digital Realty Trust made up 0.49% of Naviter Wealth's portfolio in Q2 2026, its #43 holding.
  • Naviter Wealth first reported a position in Digital Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.