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Regent Peak Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Regent Peak 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 		$241K Sell
1,344
-18
-1% -$3.45K 0.04% 185
2026
Q1 		$245K Sell
1,362
-18
-1% -$3.08K 0.05% 170
2025
Q4 		$214K Sell
1,380
-7
-0.5% -$1.15K 0.04% 173
2025
Q3 		$240K Buy
+1,387
New +$237K 0.05% 163
2025
Q1 		– Sell
-1,385
Closed -$246K – 182
2024
Q4 		$246K Buy
1,385
+23
+2% +$4.08K 0.06% 140
2024
Q3 		$220K Buy
1,362
+9
+0.7% +$1.38K 0.05% 159
2024
Q2 		$206K Sell
1,353
-42
-3% -$6.03K 0.05% 160
2024
Q1 		$201K Buy
+1,395
New +$197K 0.05% 166
2022
Q1 		– Sell
-1,385
Closed -$245K – 164
2021
Q4 		$245K Buy
+1,385
New +$222K 0.07% 148
2021
Q3 		– Sell
-1,348
Closed -$208K – 169
2021
Q2 		$208K Sell
1,348
-136
-9% -$20.6K 0.06% 163
2021
Q1 		$209K Sell
1,484
-48
-3% -$6.63K 0.07% 149
2020
Q4 		$214K Buy
+1,532
New +$219K 0.07% 136
2020
Q1 		– Sell
-2,038
Closed -$244K – 119
2019
Q4 		$244K Buy
+2,038
New +$251K 0.11% 115

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Regent Peak Wealth Advisors's DLR Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 1.3% in Q2 2026, selling an estimated $3.45K and leaving 1,344 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #185.

Regent Peak Wealth Advisors first reported a position in DLR in Q4 2019 and has held it in 13 quarters since. The position peaked at $246K in Q4 2024. 231 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,344 shares of Digital Realty Trust worth $241K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 18 Digital Realty Trust shares in Q2 2026, an estimated $3.45K.
  • Digital Realty Trust made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Regent Peak Wealth Advisors first reported a position in Digital Realty Trust in Q4 2019 and has held it in 13 quarters since.
  • Regent Peak Wealth Advisors's Digital Realty Trust position peaked at $246K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.