Simplicity Wealth’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$308K Buy
1,717
+78
+5% +$14.9K 0.01% 824
2026
Q1
$295K Buy
+1,639
New +$280K 0.02% 597
2024
Q3
Sell
-4,171
Closed -$634K 676
2024
Q2
$634K Buy
4,171
+639
+18% +$91.8K 0.01% 663
2024
Q1
$509K Buy
+3,532
New +$499K 0.01% 730

Other funds holding DLR

Simplicity Wealth's DLR Position: Q2 2026 in Review

Simplicity Wealth increased its Digital Realty Trust (DLR) stake by 4.8% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,717 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #824.

Simplicity Wealth first reported a position in DLR in Q1 2024 and has held it in 4 quarters since. The position peaked at $634K in Q2 2024. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Simplicity Wealth held 1,717 shares of Digital Realty Trust worth $308K as of Q2 2026.
  • Simplicity Wealth bought 78 Digital Realty Trust shares in Q2 2026, an estimated $14.9K.
  • Digital Realty Trust made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #824 holding.
  • Simplicity Wealth first reported a position in Digital Realty Trust in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Digital Realty Trust position peaked at $634K in Q2 2024.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.