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Resurgent Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Resurgent Financial 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 		$417K Buy
+2,320
New +$444K 0.12% 188
2023
Q1 		– Sell
-889
Closed -$89.1K – 524
2022
Q4 		$89.1K Buy
+889
New +$90.7K 0.05% 323
2022
Q3 		– Sell
-1,794
Closed -$233K – 205
2022
Q2 		$233K Buy
1,794
+312
+21% +$43.1K 0.15% 160
2022
Q1 		$210K Buy
+1,482
New +$214K 0.13% 171

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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

Resurgent Financial Advisors's DLR Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Digital Realty Trust (DLR) in Q2 2026: 2,320 shares worth $417K. The stake represents 0.12% of the portfolio and ranks #188 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in DLR as recently as Q4 2022.

Resurgent Financial Advisors first reported a position in DLR in Q1 2022 and has held it in 4 quarters since. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Resurgent Financial Advisors held 2,320 shares of Digital Realty Trust worth $417K as of Q2 2026.
  • Digital Realty Trust was a new Resurgent Financial Advisors position in Q2 2026.
  • Digital Realty Trust made up 0.12% of Resurgent Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • Resurgent Financial Advisors first reported a position in Digital Realty Trust in Q1 2022 and has held it in 4 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.