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

SOA 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	$39K	Buy	217 +1	+0.5%	+$192	0.01%	426
2026 Q1	$38.8K	Buy	216 +3	+1%	+$513	0.01%	409
2025 Q4	$32.9K	Sell	213 -131	-38%	-$21.5K	0.01%	435
2025 Q3	$59.4K	Buy	344 +3	+0.9%	+$513	0.01%	353
2025 Q2	$59.5K	Buy	341 +2	+0.6%	+$327	0.01%	337
2025 Q1	$48.5K	Buy	339 +6	+2%	+$976	0.01%	349
2024 Q4	$59.1K	Hold	333	–	–	0.01%	312
2024 Q3	$54K	Buy	333 +2	+0.6%	+$307	0.01%	312
2024 Q2	$50.3K	Buy	331 +3	+0.9%	+$431	0.01%	305
2024 Q1	$47.3K	Buy	328 +5	+2%	+$707	0.01%	313
2023 Q4	$43.4K	Buy	323 +3	+0.9%	+$387	0.01%	313
2023 Q3	$38.7K	Buy	320 +4	+1%	+$491	0.01%	319
2023 Q2	$36K	Sell	316 -22	-7%	-$2.18K	0.01%	332
2023 Q1	$33.2K	Buy	338 +3	+0.9%	+$316	0.01%	338
2022 Q4	$33.6K	Buy	335 +5	+2%	+$510	0.01%	326
2022 Q3	$32K	Sell	330 -13	-4%	-$1.59K	0.01%	310
2022 Q2	$44K	Buy	343 +3	+0.9%	+$414	0.01%	279
2022 Q1	$48K	Buy	340 +2	+0.6%	+$289	0.01%	317
2021 Q4	$59K	Buy	338 +2	+0.6%	+$320	0.01%	275
2021 Q3	$48K	Buy	336 +3	+0.9%	+$471	0.01%	309
2021 Q2	$50K	Buy	333 +15	+5%	+$2.27K	0.01%	308
2021 Q1	$44K	Sell	318 -34	-10%	-$4.7K	0.01%	285
2020 Q4	$51K	Buy	+352	New	+$50.3K	0.01%	260

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

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

SOA Wealth Advisors increased its Digital Realty Trust (DLR) stake by 0.46% in Q2 2026, buying an estimated $192 and bringing the position to 217 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #426.

SOA Wealth Advisors first reported a position in DLR in Q4 2020 and has held it in 23 quarters since. The position peaked at $59.5K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

SOA Wealth Advisors held 217 shares of Digital Realty Trust worth $39K as of Q2 2026.
SOA Wealth Advisors bought 1 Digital Realty Trust share in Q2 2026, an estimated $192.
Digital Realty Trust made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #426 holding.
SOA Wealth Advisors first reported a position in Digital Realty Trust in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Digital Realty Trust position peaked at $59.5K in Q2 2025.
1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.