Perigon Wealth Management’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $316K | Buy |
1,761
+56
| +3% | +$10.7K | 0.01% | 1084 |
|
|
2026
Q1 | $307K | Buy |
1,705
+283
| +20% | +$48.4K | 0.01% | 1009 |
|
|
2025
Q4 | $220K | Sell |
1,422
-192
| -12% | -$31.5K | ﹤0.01% | 1187 |
|
|
2025
Q3 | $279K | Buy |
1,614
+243
| +18% | +$41.5K | 0.01% | 1006 |
|
|
2025
Q2 | $239K | Buy |
+1,371
| New | +$224K | 0.01% | 930 |
|
|
2025
Q1 | – | Sell |
-1,188
| Closed | -$214K | – | 1046 |
|
|
2024
Q4 | $214K | Buy |
+1,188
| New | +$211K | 0.01% | 951 |
|
|
2024
Q3 | – | Sell |
-1,715
| Closed | -$261K | – | 1004 |
|
|
2024
Q2 | $261K | Buy |
+1,715
| New | +$246K | 0.01% | 743 |
|
|
2021
Q1 | – | Sell |
-361
| Closed | -$50K | – | 623 |
|
|
2020
Q4 | $50K | Buy |
+361
| New | +$51.6K | 0.01% | 745 |
|
|
2018
Q4 | – | Sell |
-3,297
| Closed | -$371K | – | 238 |
|
|
2018
Q3 | $371K | Buy |
3,297
+1,200
| +57% | +$144K | 0.09% | 150 |
|
|
2018
Q2 | $234K | Sell |
2,097
-4,395
| -68% | -$466K | 0.07% | 214 |
|
|
2018
Q1 | $684K | Sell |
6,492
-265
| -4% | -$28K | 0.25% | 73 |
|
|
2017
Q4 | $776K | Hold |
6,757
| – | – | 0.29% | 63 |
|
|
2017
Q3 | $800K | Buy |
6,757
+98
| +1% | +$11.3K | 0.26% | 85 |
|
|
2017
Q2 | $752K | Sell |
6,659
-421
| -6% | -$48.2K | 0.16% | 140 |
|
|
2017
Q1 | $753K | Hold |
7,080
| – | – | 0.16% | 132 |
|
|
2016
Q4 | $767K | Buy |
7,080
+104
| +1% | +$9.67K | 0.17% | 131 |
|
|
2016
Q3 | $678K | Hold |
6,976
| – | – | 0.17% | 120 |
|
|
2016
Q2 | $760K | Hold |
6,976
| – | – | 0.2% | 109 |
|
|
2016
Q1 | $617K | Hold |
6,976
| – | – | 0.19% | 100 |
|
|
2015
Q4 | $532K | Sell |
6,976
-654
| -9% | -$47.1K | 0.15% | 136 |
|
|
2015
Q3 | $498K | Sell |
7,630
-1,940
| -20% | -$127K | 0.15% | 136 |
|
|
2015
Q2 | $638K | Buy |
9,570
+3
| +0% | +$197 | 0.17% | 130 |
|
|
2015
Q1 | $631K | Buy |
9,567
+7
| +0.1% | +$480 | 0.17% | 127 |
|
|
2014
Q4 | $634K | Buy |
9,560
+1,585
| +20% | +$106K | 0.19% | 112 |
|
|
2014
Q3 | $497K | Buy |
7,975
+54
| +0.7% | +$3.43K | 0.15% | 120 |
|
|
2014
Q2 | $462K | Buy |
7,921
+4
| +0.1% | +$224 | 0.13% | 128 |
|
|
2014
Q1 | $420K | Buy |
7,917
+7
| +0.1% | +$364 | 0.23% | 78 |
|
|
2013
Q4 | $388K | Buy |
+7,910
| New | +$393K | 0.22% | 82 |
|
Other funds holding DLR
AAMU
Perigon Wealth Management's DLR Position: Q2 2026 in Review
Perigon Wealth Management increased its Digital Realty Trust (DLR) stake by 3.3% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,761 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1084.
Perigon Wealth Management first reported a position in DLR in Q4 2013 and has held it in 28 quarters since. The position peaked at $800K in Q3 2017. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Perigon Wealth Management held 1,761 shares of Digital Realty Trust worth $316K as of Q2 2026.
- Perigon Wealth Management bought 56 Digital Realty Trust shares in Q2 2026, an estimated $10.7K.
- Digital Realty Trust made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1084 holding.
- Perigon Wealth Management first reported a position in Digital Realty Trust in Q4 2013 and has held it in 28 quarters since.
- Perigon Wealth Management's Digital Realty Trust position peaked at $800K in Q3 2017.
- 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.