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

Sequoia 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	$6.38M	Buy	35,551 +1,806	+5%	+$346K	0.03%	306
2026 Q1	$6.08M	Buy	33,745 +3,531	+12%	+$604K	0.03%	282
2025 Q4	$4.67M	Sell	30,214 -301	-1%	-$49.4K	0.03%	342
2025 Q3	$5.28M	Buy	30,515 +273	+0.9%	+$46.7K	0.03%	295
2025 Q2	$5.27M	Buy	30,242 +3,602	+14%	+$589K	0.04%	271
2025 Q1	$3.82M	Buy	26,640 +8,444	+46%	+$1.37M	0.03%	312
2024 Q4	$3.23M	Buy	18,196 +1,927	+12%	+$342K	0.03%	320
2024 Q3	$2.63M	Buy	16,269 +4,165	+34%	+$639K	0.03%	315
2024 Q2	$1.84M	Buy	12,104 +1,588	+15%	+$228K	0.02%	346
2024 Q1	$1.51M	Sell	10,516 -2,126	-17%	-$300K	0.02%	380
2023 Q4	$1.7M	Sell	12,642 -31,641	-71%	-$4.09M	0.02%	392
2023 Q3	$5.36M	Sell	44,283 -13,684	-24%	-$1.68M	0.09%	147
2023 Q2	$6.6M	Sell	57,967 -308	-0.5%	-$30.5K	0.11%	134
2023 Q1	$5.73M	Buy	58,275 +55,632	+2,105%	+$5.86M	0.13%	138
2022 Q4	$265K	Buy	+2,643	New	+$270K	0.01%	629
2022 Q3	–	Sell	-1,936	Closed	-$251K	–	549
2022 Q2	$251K	Buy	1,936 +289	+18%	+$39.9K	0.01%	488
2022 Q1	$234K	Buy	1,647 +6	+0.4%	+$867	0.01%	568
2021 Q4	$290K	Buy	+1,641	New	+$263K	0.01%	451

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

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

Sequoia Financial Advisors increased its Digital Realty Trust (DLR) stake by 5.4% in Q2 2026, buying an estimated $346K and bringing the position to 35,551 shares worth $6.38M. The position accounts for 0.03% of the portfolio, ranked #306.

Sequoia Financial Advisors first reported a position in DLR in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.6M in Q2 2023. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Sequoia Financial Advisors held 35,551 shares of Digital Realty Trust worth $6.38M as of Q2 2026.
Sequoia Financial Advisors bought 1,806 Digital Realty Trust shares in Q2 2026, an estimated $346K.
Digital Realty Trust made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #306 holding.
Sequoia Financial Advisors first reported a position in Digital Realty Trust in Q4 2021 and has held it in 18 quarters since.
Sequoia Financial Advisors's Digital Realty Trust position peaked at $6.6M in Q2 2023.
1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.