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Sound View Wealth Advisors Group’s Digital Realty Trust DLR Stock Holding History

Sound View Wealth Advisors Group’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 		$2.91M Sell
16,204
-1,395
-8% -$267K 0.18% 113
2026
Q1 		$3.17M Buy
17,599
+48
+0.3% +$8.2K 0.22% 99
2025
Q4 		$2.72M Buy
17,551
+657
+4% +$108K 0.18% 110
2025
Q3 		$2.92M Buy
16,894
+83
+0.5% +$14.2K 0.2% 108
2025
Q2 		$2.93M Buy
16,811
+320
+2% +$52.3K 0.22% 104
2025
Q1 		$2.36M Buy
16,491
+149
+0.9% +$24.2K 0.19% 109
2024
Q4 		$2.9M Sell
16,342
-286
-2% -$50.7K 0.23% 92
2024
Q3 		$2.69M Buy
16,628
+1,089
+7% +$167K 0.22% 109
2024
Q2 		$2.36M Sell
15,539
-543
-3% -$78K 0.24% 95
2024
Q1 		$2.32M Sell
16,082
-1,234
-7% -$174K 0.25% 98
2023
Q4 		$2.33M Buy
17,316
+310
+2% +$40K 0.26% 97
2023
Q3 		$2.06M Buy
17,006
+575
+3% +$70.6K 0.26% 91
2023
Q2 		$1.87M Buy
16,431
+2,321
+16% +$230K 0.25% 92
2023
Q1 		$1.39M Sell
14,110
-3,206
-19% -$338K 0.19% 115
2022
Q4 		$2.33M Buy
17,316
+7,891
+84% +$805K 0.26% 97
2022
Q3 		$935K Buy
9,425
+13
+0.1% +$1.59K 0.21% 110
2022
Q2 		$1.22M Sell
9,412
-197
-2% -$27.2K 0.26% 98
2022
Q1 		$1.36M Buy
9,609
+321
+3% +$46.4K 0.26% 96
2021
Q4 		$1.64M Sell
9,288
-49
-0.5% -$7.85K 0.31% 84
2021
Q3 		$1.35M Sell
9,337
-1,343
-13% -$211K 0.28% 90
2021
Q2 		$1.61M Buy
10,680
+417
+4% +$63K 0.34% 80
2021
Q1 		$1.45M Sell
10,263
-93
-0.9% -$12.9K 0.34% 85
2020
Q4 		$1.45M Sell
10,356
-34
-0.3% -$4.86K 0.35% 81
2020
Q3 		$1.52M Sell
10,390
-200
-2% -$30K 0.4% 69
2020
Q2 		$1.5M Sell
10,590
-1,166
-10% -$165K 0.42% 65
2020
Q1 		$1.63M Sell
11,756
-254
-2% -$32.3K 0.56% 56
2019
Q4 		$1.44M Buy
12,010
+1,914
+19% +$236K 0.41% 75
2019
Q3 		$1.31M Sell
10,096
-31
-0.3% -$3.77K 0.39% 78
2019
Q2 		$1.19M Buy
+10,127
New +$1.21M 0.35% 80

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

Sound View Wealth Advisors Group's DLR Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Digital Realty Trust (DLR) stake by 7.9% in Q2 2026, selling an estimated $267K and leaving 16,204 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #113.

Sound View Wealth Advisors Group first reported a position in DLR in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.17M in Q1 2026. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Sound View Wealth Advisors Group held 16,204 shares of Digital Realty Trust worth $2.91M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,395 Digital Realty Trust shares in Q2 2026, an estimated $267K.
  • Digital Realty Trust made up 0.18% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #113 holding.
  • Sound View Wealth Advisors Group first reported a position in Digital Realty Trust in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Digital Realty Trust position peaked at $3.17M in Q1 2026.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.