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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
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 $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

SFMG Wealth Advisors's DLR Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Digital Realty Trust (DLR) stake by 0.48% in Q1 2026, buying an estimated $3.93K and bringing the position to 4,846 shares worth $873K. The position accounts for 0.06% of the portfolio, ranked #125.

SFMG Wealth Advisors first reported a position in DLR in Q3 2020 and has held it in 23 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • SFMG Wealth Advisors held 4,846 shares of Digital Realty Trust worth $873K as of Q1 2026.
  • SFMG Wealth Advisors bought 23 Digital Realty Trust shares in Q1 2026, an estimated $3.93K.
  • Digital Realty Trust made up 0.06% of SFMG Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • SFMG Wealth Advisors first reported a position in Digital Realty Trust in Q3 2020 and has held it in 23 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.