Simon Quick Advisors’s Digital Realty Trust DLR Stock Holding History

Simon Quick 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	$4.84M	Sell	26,965 -98	-0.4%	-$18.8K	0.2%	82
2026 Q1	$4.88M	Buy	27,063 +2,268	+9%	+$388K	0.22%	71
2025 Q4	$3.84M	Sell	24,795 -704	-3%	-$116K	0.17%	87
2025 Q3	$4.41M	Sell	25,499 -54	-0.2%	-$9.23K	0.2%	75
2025 Q2	$4.45M	Buy	25,553 +23,752	+1,319%	+$3.88M	0.23%	67
2025 Q1	$258K	Buy	1,801 +199	+12%	+$32.4K	0.01%	479
2024 Q4	$284K	Buy	+1,602	New	+$284K	0.02%	362
2018 Q2	–	Sell	-50	Closed	-$5K	–	354
2018 Q1	$5K	Buy	+50	New	+$5.28K	﹤0.01%	258

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

Simon Quick Advisors's DLR Position: Q2 2026 in Review

Simon Quick Advisors reduced its Digital Realty Trust (DLR) stake by 0.36% in Q2 2026, selling an estimated $18.8K and leaving 26,965 shares worth $4.84M. The position accounts for 0.2% of the portfolio, ranked #82.

Simon Quick Advisors first reported a position in DLR in Q1 2018 and has held it in 8 quarters since. The position peaked at $4.88M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Simon Quick Advisors held 26,965 shares of Digital Realty Trust worth $4.84M as of Q2 2026.
Simon Quick Advisors sold 98 Digital Realty Trust shares in Q2 2026, an estimated $18.8K.
Digital Realty Trust made up 0.2% of Simon Quick Advisors's portfolio in Q2 2026, its #82 holding.
Simon Quick Advisors first reported a position in Digital Realty Trust in Q1 2018 and has held it in 8 quarters since.
Simon Quick Advisors's Digital Realty Trust position peaked at $4.88M in Q1 2026.
1,308 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.