Physician Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Physician 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	$147K	Hold	818	–	–	0.02%	259
2026 Q1	$147K	Buy	818 +40	+5%	+$6.84K	0.02%	230
2025 Q4	$120K	Buy	778 +132	+20%	+$21.7K	0.02%	250
2025 Q3	$112K	Buy	646 +65	+11%	+$11.1K	0.02%	261
2025 Q2	$101K	Buy	581 +19	+3%	+$3.11K	0.02%	263
2025 Q1	$80.5K	Sell	562 -9	-2%	-$1.46K	0.01%	274
2024 Q4	$101K	Buy	+571	New	+$101K	0.02%	251

Other funds holding DLR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Physician Wealth Advisors's DLR Position: Q2 2026 in Review

Physician Wealth Advisors held its Digital Realty Trust (DLR) position steady in Q2 2026 at 818 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #259.

Physician Wealth Advisors first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $147K in Q1 2026. 192 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Physician Wealth Advisors held 818 shares of Digital Realty Trust worth $147K as of Q2 2026.
Physician Wealth Advisors left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #259 holding.
Physician Wealth Advisors first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Digital Realty Trust position peaked at $147K in Q1 2026.
192 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.