Provenance Wealth Advisors’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
$718 Buy
+4
New +$766 ﹤0.01% 539
2025
Q4
Sell
-118
Closed -$20.4K 428
2025
Q3
$20.4K Buy
+118
New +$20.2K ﹤0.01% 286

Other funds holding DLR

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

Provenance Wealth Advisors opened a new position in Digital Realty Trust (DLR) in Q2 2026: 4 shares worth $718. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in DLR as recently as Q3 2025.

Provenance Wealth Advisors first reported a position in DLR in Q3 2025 and has held it in 2 quarters since. The position peaked at $20.4K in Q3 2025. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Provenance Wealth Advisors held 4 shares of Digital Realty Trust worth $718 as of Q2 2026.
  • Digital Realty Trust was a new Provenance Wealth Advisors position in Q2 2026.
  • Digital Realty Trust made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #539 holding.
  • Provenance Wealth Advisors first reported a position in Digital Realty Trust in Q3 2025 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Digital Realty Trust position peaked at $20.4K in Q3 2025.
  • 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.