SVWAG
DLR icon

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
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 $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

Sound View Wealth Advisors Group's DLR Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Digital Realty Trust (DLR) stake by 0.27% in Q1 2026, buying an estimated $8.2K and bringing the position to 17,599 shares worth $3.17M. The position accounts for 0.22% of the portfolio, ranked #99.

Sound View Wealth Advisors Group first reported a position in DLR in Q2 2019 and has held it in 28 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Sound View Wealth Advisors Group held 17,599 shares of Digital Realty Trust worth $3.17M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 48 Digital Realty Trust shares in Q1 2026, an estimated $8.2K.
  • Digital Realty Trust made up 0.22% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #99 holding.
  • Sound View Wealth Advisors Group first reported a position in Digital Realty Trust in Q2 2019 and has held it in 28 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.