Regal Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Regal Investment 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
2025 Q3	–	Sell	-3,686	Closed	-$643K	–	519
2025 Q2	$643K	Buy	3,686 +347	+10%	+$56.7K	0.05%	304
2025 Q1	$478K	Buy	3,339 +959	+40%	+$156K	0.04%	336
2024 Q4	$422K	Sell	2,380 -59	-2%	-$10.5K	0.03%	355
2024 Q3	$395K	Buy	2,439 +518	+27%	+$79.4K	0.03%	390
2024 Q2	$292K	Buy	1,921 +83	+5%	+$11.9K	0.02%	470
2024 Q1	$265K	Buy	1,838 +39	+2%	+$5.51K	0.02%	485
2023 Q4	$242K	Buy	1,799 +70	+4%	+$9.04K	0.02%	465
2023 Q3	$209K	Buy	+1,729	New	+$212K	0.02%	461
2015 Q4	–	Sell	-75	Closed	-$4K	–	415
2015 Q3	$4K	Buy	+75	New	+$4.89K	﹤0.01%	829

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Regal Investment Advisors's DLR Position: Q3 2025 in Review

Regal Investment Advisors sold out of Digital Realty Trust (DLR) in Q3 2025, closing a stake of 3,686 shares — an estimated $643K sold.

Regal Investment Advisors first reported a position in DLR in Q3 2015 and held it in 9 quarters. The position peaked at $643K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold DLR as of Q3 2025.

Regal Investment Advisors reported no remaining Digital Realty Trust position as of Q3 2025 after selling out during the quarter.
Regal Investment Advisors sold 3,686 Digital Realty Trust shares in Q3 2025, an estimated $643K.
Regal Investment Advisors first reported a position in Digital Realty Trust in Q3 2015 and held it in 9 quarters.
Regal Investment Advisors's Digital Realty Trust position peaked at $643K in Q2 2025.
1,222 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2025.

Based on Regal Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.