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New Wave Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

New Wave Wealth 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 		– Sell
-1,437
Closed -$259K – 213
2026
Q1 		$259K Buy
+1,437
New +$246K 0.09% 163
2025
Q1 		– Sell
-48
Closed -$8.46K – 274
2024
Q4 		$8.46K Buy
+48
New +$8.52K ﹤0.01% 369

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 $39B AUM 18.55% 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

New Wave Wealth Advisors's DLR Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of Digital Realty Trust (DLR) in Q2 2026, closing a stake of 1,437 shares — an estimated $259K sold.

New Wave Wealth Advisors first reported a position in DLR in Q4 2024 and held it in 2 quarters. The position peaked at $259K in Q1 2026. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining Digital Realty Trust position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,437 Digital Realty Trust shares in Q2 2026, an estimated $259K.
  • New Wave Wealth Advisors first reported a position in Digital Realty Trust in Q4 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's Digital Realty Trust position peaked at $259K in Q1 2026.
  • 1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.