NewEdge Advisors’s Digital Realty Trust DLR Stock Holding History

NewEdge 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	$4.2M	Sell	23,319 -565	-2%	-$96.6K	0.02%	767
2025 Q4	$3.7M	Buy	23,884 +1,124	+5%	+$185K	0.01%	787
2025 Q3	$3.93M	Buy	22,760 +1,021	+5%	+$175K	0.02%	729
2025 Q2	$3.79M	Buy	21,739 +4,069	+23%	+$665K	0.02%	674
2025 Q1	$2.53M	Buy	17,670 +2,700	+18%	+$439K	0.02%	758
2024 Q4	$2.65M	Buy	14,970 +13	+0.1%	+$2.31K	0.02%	708
2024 Q3	$2.42M	Buy	14,957 +194	+1%	+$29.7K	0.02%	714
2024 Q2	$2.24M	Buy	14,763 +2,047	+16%	+$294K	0.02%	703
2024 Q1	$1.83M	Buy	12,716 +1,171	+10%	+$165K	0.02%	731
2023 Q4	$1.57M	Buy	11,545 +704	+6%	+$90.9K	0.01%	752
2023 Q3	$1.31M	Buy	10,841 +1,679	+18%	+$206K	0.01%	746
2023 Q2	$1.04M	Buy	9,162 +1,815	+25%	+$180K	0.01%	846
2023 Q1	$722K	Buy	7,347 +51	+0.7%	+$5.38K	0.01%	939
2022 Q4	$234K	Buy	7,296 +2,260	+45%	+$231K	0.01%	1120
2022 Q3	$500K	Sell	5,036 -4,675	-48%	-$573K	0.01%	966
2022 Q2	$1.26M	Buy	+9,711	New	+$1.34M	0.02%	586
2022 Q1	–	Sell	-14,826	Closed	-$2.62M	–	1269
2021 Q4	$2.62M	Buy	14,826 +2,643	+22%	+$423K	0.04%	376
2021 Q3	$1.76M	Buy	12,183 +1,750	+17%	+$275K	0.04%	349
2021 Q2	$1.57M	Buy	10,433 +868	+9%	+$131K	0.04%	366
2021 Q1	$1.35M	Sell	9,565 -3	-0%	-$415	0.04%	376
2020 Q4	$1.33M	Sell	9,568 -3,739	-28%	-$535K	0.04%	345
2020 Q3	$1.95M	Buy	13,307 +3,331	+33%	+$499K	0.07%	248
2020 Q2	$1.42M	Buy	9,976 +2,359	+31%	+$334K	0.06%	280
2020 Q1	$1.06M	Buy	7,617 +218	+3%	+$27.7K	0.05%	300
2019 Q4	$885K	Buy	7,399 +193	+3%	+$23.8K	0.04%	381
2019 Q3	$936K	Buy	7,206 +900	+14%	+$109K	0.04%	351
2019 Q2	$743K	Buy	6,306 +465	+8%	+$55.4K	0.05%	315
2019 Q1	$695K	Buy	5,841 +27	+0.5%	+$3.01K	0.04%	329
2018 Q4	$619	Buy	5,814 +2,269	+64%	+$251K	0.04%	327
2018 Q3	$399K	Sell	3,545 -294	-8%	-$35.2K	0.03%	417
2018 Q2	$430	Sell	3,839 -2,235	-37%	-$237K	0.04%	334
2018 Q1	$625K	Sell	6,074 -3,108	-34%	-$328K	0.07%	241
2017 Q4	$1.05M	Buy	9,182 +3,600	+64%	+$424K	0.14%	157
2017 Q3	$664K	Buy	5,582 +400	+8%	+$46.2K	0.1%	186
2017 Q2	$570K	Buy	5,182 +870	+20%	+$99.6K	0.1%	181
2017 Q1	$461K	Buy	4,312 +34	+0.8%	+$3.58K	0.1%	166
2016 Q4	$436K	Sell	4,278 -1,417	-25%	-$132K	0.12%	158
2016 Q3	$553K	Sell	5,695 -54	-0.9%	-$5.49K	0.17%	112
2016 Q2	$627K	Buy	+5,749	New	+$546K	0.26%	76

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Advisors's DLR Position: Q1 2026 in Review

NewEdge Advisors reduced its Digital Realty Trust (DLR) stake by 2.4% in Q1 2026, selling an estimated $96.6K and leaving 23,319 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #767.

NewEdge Advisors first reported a position in DLR in Q2 2016 and has held it in 39 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

NewEdge Advisors held 23,319 shares of Digital Realty Trust worth $4.2M as of Q1 2026.
NewEdge Advisors sold 565 Digital Realty Trust shares in Q1 2026, an estimated $96.6K.
Digital Realty Trust made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #767 holding.
NewEdge Advisors first reported a position in Digital Realty Trust in Q2 2016 and has held it in 39 quarters since.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.