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

SFMG 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 		$871K Buy
4,848
+2
+0% +$383 0.05% 141
2026
Q1 		$873K Buy
4,846
+23
+0.5% +$3.93K 0.06% 125
2025
Q4 		$746K Hold
4,823
– – 0.05% 139
2025
Q3 		$834K Buy
4,823
+11
+0.2% +$1.88K 0.06% 119
2025
Q2 		$839K Buy
4,812
+11
+0.2% +$1.8K 0.06% 115
2025
Q1 		$688K Buy
4,801
+32
+0.7% +$5.21K 0.05% 124
2024
Q4 		$846K Buy
4,769
+561
+13% +$99.5K 0.07% 109
2024
Q3 		$681K Buy
4,208
+11
+0.3% +$1.69K 0.06% 117
2024
Q2 		$638K Buy
4,197
+12
+0.3% +$1.72K 0.06% 115
2024
Q1 		$603K Buy
4,185
+35
+0.8% +$4.95K 0.05% 122
2023
Q4 		$559K Buy
4,150
+16
+0.4% +$2.07K 0.05% 124
2023
Q3 		$500K Buy
4,134
+15
+0.4% +$1.84K 0.05% 129
2023
Q2 		$469K Sell
4,119
-29
-0.7% -$2.87K 0.05% 135
2023
Q1 		$408K Buy
4,148
+17
+0.4% +$1.79K 0.04% 150
2022
Q4 		$414K Hold
4,131
– – 0.05% 152
2022
Q3 		$369K Sell
4,131
-459
-10% -$56.3K 0.04% 149
2022
Q2 		$596K Buy
4,590
+12
+0.3% +$1.66K 0.07% 111
2022
Q1 		$649K Buy
4,578
+10
+0.2% +$1.45K 0.06% 119
2021
Q4 		$808K Buy
4,568
+253
+6% +$40.5K 0.08% 114
2021
Q3 		$623K Buy
4,315
+246
+6% +$38.6K 0.07% 119
2021
Q2 		$612K Buy
4,069
+218
+6% +$32.9K 0.07% 126
2021
Q1 		$542K Sell
3,851
-15
-0.4% -$2.07K 0.06% 135
2020
Q4 		$539K Buy
3,866
+33
+0.9% +$4.72K 0.07% 121
2020
Q3 		$563K Buy
+3,833
New +$574K 0.08% 96

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

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

SFMG Wealth Advisors increased its Digital Realty Trust (DLR) stake by 0.04% in Q2 2026, buying an estimated $383 and bringing the position to 4,848 shares worth $871K. The position accounts for 0.05% of the portfolio, ranked #141.

SFMG Wealth Advisors first reported a position in DLR in Q3 2020 and has held it in 24 quarters since. The position peaked at $873K in Q1 2026. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • SFMG Wealth Advisors held 4,848 shares of Digital Realty Trust worth $871K as of Q2 2026.
  • SFMG Wealth Advisors bought 2 Digital Realty Trust shares in Q2 2026, an estimated $383.
  • Digital Realty Trust made up 0.05% of SFMG Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • SFMG Wealth Advisors first reported a position in Digital Realty Trust in Q3 2020 and has held it in 24 quarters since.
  • SFMG Wealth Advisors's Digital Realty Trust position peaked at $873K in Q1 2026.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

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