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Sage Mountain Advisors’s Digital Realty Trust DLR Stock Holding History

Sage Mountain 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
Q1 		– Sell
-2,562
Closed -$396K – 371
2025
Q4 		$396K Buy
2,562
+193
+8% +$31.7K 0.02% 326
2025
Q3 		$410K Buy
2,369
+95
+4% +$16.2K 0.02% 315
2025
Q2 		$396K Buy
2,274
+133
+6% +$21.7K 0.03% 275
2025
Q1 		$307K Sell
2,141
-90
-4% -$14.6K 0.02% 301
2024
Q4 		$396K Buy
2,231
+654
+41% +$116K 0.03% 247
2024
Q3 		$255K Buy
+1,577
New +$242K 0.02% 323

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Mountain Advisors's DLR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 2,562 shares — an estimated $396K sold.

Sage Mountain Advisors first reported a position in DLR in Q3 2024 and held it in 6 quarters. The position peaked at $410K in Q3 2025. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,562 Digital Realty Trust shares in Q1 2026, an estimated $396K.
  • Sage Mountain Advisors first reported a position in Digital Realty Trust in Q3 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's Digital Realty Trust position peaked at $410K in Q3 2025.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.