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

River 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 		$4.08M Buy
22,713
+781
+4% +$150K 0.43% 52
2026
Q1 		$3.95M Buy
21,932
+482
+2% +$82.4K 0.45% 54
2025
Q4 		$3.32M Buy
21,450
+3,989
+23% +$655K 0.37% 61
2025
Q3 		$3.02M Buy
17,461
+4,313
+33% +$737K 0.35% 63
2025
Q2 		$2.29M Buy
13,148
+5,002
+61% +$818K 0.28% 74
2025
Q1 		$1.17M Buy
8,146
+6,591
+424% +$1.07M 0.16% 96
2024
Q4 		$276K Sell
1,555
-574
-27% -$102K 0.04% 186
2024
Q3 		$345K Sell
2,129
-643
-23% -$98.6K 0.05% 168
2024
Q2 		$421K Sell
2,772
-1,507
-35% -$216K 0.06% 147
2024
Q1 		$616K Sell
4,279
-1,350
-24% -$191K 0.09% 129
2023
Q4 		$758K Sell
5,629
-1,733
-24% -$224K 0.12% 122
2023
Q3 		$891K Sell
7,362
-1,287
-15% -$158K 0.16% 113
2023
Q2 		$985K Sell
8,649
-435
-5% -$43K 0.17% 118
2023
Q1 		$893K Buy
9,084
+642
+8% +$67.7K 0.16% 117
2022
Q4 		$846K Sell
8,442
-135
-2% -$13.8K 0.16% 117
2022
Q3 		$851K Sell
8,577
-391
-4% -$48K 0.18% 113
2022
Q2 		$1.16M Buy
8,968
+56
+0.6% +$7.74K 0.21% 104
2022
Q1 		$1.26M Buy
8,912
+370
+4% +$53.5K 0.2% 103
2021
Q4 		$1.51M Buy
8,542
+265
+3% +$42.4K 0.23% 96
2021
Q3 		$1.2M Buy
8,277
+606
+8% +$95.1K 0.2% 100
2021
Q2 		$1.15M Buy
7,671
+797
+12% +$120K 0.2% 100
2021
Q1 		$968K Buy
6,874
+1,130
+20% +$156K 0.18% 109
2020
Q4 		$801K Buy
5,744
+1,313
+30% +$188K 0.17% 113
2020
Q3 		$650K Buy
+4,431
New +$664K 0.17% 120
2019
Q1 		– Sell
-300
Closed -$34K – 227
2018
Q4 		$34K Hold
300
– – 0.02% 279
2018
Q3 		$34K Hold
300
– – 0.01% 325
2018
Q2 		$33K Buy
+300
New +$31.8K 0.01% 307

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

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

River Wealth Advisors increased its Digital Realty Trust (DLR) stake by 3.6% in Q2 2026, buying an estimated $150K and bringing the position to 22,713 shares worth $4.08M. The position accounts for 0.43% of the portfolio, ranked #52.

River Wealth Advisors first reported a position in DLR in Q2 2018 and has held it in 27 quarters since. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • River Wealth Advisors held 22,713 shares of Digital Realty Trust worth $4.08M as of Q2 2026.
  • River Wealth Advisors bought 781 Digital Realty Trust shares in Q2 2026, an estimated $150K.
  • Digital Realty Trust made up 0.43% of River Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • River Wealth Advisors first reported a position in Digital Realty Trust in Q2 2018 and has held it in 27 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.