Sagace Wealth Management’s Digital Realty Trust DLR Stock Holding History

Sagace Wealth Management’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	$2.85M	Sell	15,869 -37	-0.2%	-$7.09K	1.79%	20
2026 Q1	$2.87M	Buy	15,906 +190	+1%	+$32.5K	1.92%	20
2025 Q4	$2.43M	Buy	15,716 +146	+0.9%	+$24K	1.65%	23
2025 Q3	$2.69M	Buy	15,570 +1,323	+9%	+$226K	1.83%	20
2025 Q2	$2.48M	Buy	14,247 +108	+0.8%	+$17.7K	1.86%	20
2025 Q1	$2.03M	Buy	14,139 +310	+2%	+$50.4K	1.53%	21
2024 Q4	$2.45M	Sell	13,829 -11,337	-45%	-$2.01M	1.83%	18
2024 Q3	$4.08M	Buy	25,166 +2,968	+13%	+$455K	3.15%	9
2024 Q2	$3.45M	Buy	+22,198	New	+$3.19M	3.38%	8

Other funds holding DLR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 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

Sagace Wealth Management's DLR Position: Q2 2026 in Review

Sagace Wealth Management reduced its Digital Realty Trust (DLR) stake by 0.23% in Q2 2026, selling an estimated $7.09K and leaving 15,869 shares worth $2.85M. The position accounts for 1.79% of the portfolio, ranked #20.

Sagace Wealth Management first reported a position in DLR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Sagace Wealth Management held 15,869 shares of Digital Realty Trust worth $2.85M as of Q2 2026.
Sagace Wealth Management sold 37 Digital Realty Trust shares in Q2 2026, an estimated $7.09K.
Digital Realty Trust made up 1.79% of Sagace Wealth Management's portfolio in Q2 2026, its #20 holding.
Sagace Wealth Management first reported a position in Digital Realty Trust in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Digital Realty Trust position peaked at $4.08M in Q3 2024.
1,304 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.