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U.S. Capital Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

U.S. Capital 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
2025
Q4 		– Sell
-16,596
Closed -$2.87M – 996
2025
Q3 		$2.87M Buy
16,596
+7,711
+87% +$1.32M 0.08% 254
2025
Q2 		$1.55M Sell
8,885
-4,041
-31% -$661K 0.05% 347
2025
Q1 		$1.85M Buy
12,926
+1,188
+10% +$193K 0.06% 309
2024
Q4 		$2.08M Buy
11,738
+346
+3% +$61.4K 0.06% 296
2024
Q3 		$1.84M Buy
11,392
+1,897
+20% +$291K 0.07% 258
2024
Q2 		$1.44M Buy
9,495
+171
+2% +$24.6K 0.05% 297
2024
Q1 		$1.34M Buy
9,324
+99
+1% +$14K 0.05% 296
2023
Q4 		$1.24M Sell
9,225
-102
-1% -$13.2K 0.05% 302
2023
Q3 		$1.13M Buy
9,327
+283
+3% +$34.8K 0.05% 291
2023
Q2 		$1.03M Buy
9,044
+173
+2% +$17.1K 0.05% 320
2023
Q1 		$872K Buy
8,871
+850
+11% +$89.6K 0.04% 327
2022
Q4 		$804K Buy
8,021
+400
+5% +$40.8K 0.04% 368
2022
Q3 		$756K Sell
7,621
-41
-0.5% -$5.03K 0.04% 381
2022
Q2 		$995K Sell
7,662
-1,180
-13% -$163K 0.04% 354
2022
Q1 		$1.25M Sell
8,842
-549
-6% -$79.3K 0.05% 352
2021
Q4 		$1.66M Buy
9,391
+419
+5% +$67.1K 0.07% 295
2021
Q3 		$1.3M Buy
+8,972
New +$1.41M 0.06% 335

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

U.S. Capital Wealth Advisors's DLR Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 16,596 shares — an estimated $2.87M sold.

U.S. Capital Wealth Advisors first reported a position in DLR in Q3 2021 and held it in 17 quarters. The position peaked at $2.87M in Q3 2025. 1,185 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

  • U.S. Capital Wealth Advisors reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 16,596 Digital Realty Trust shares in Q4 2025, an estimated $2.87M.
  • U.S. Capital Wealth Advisors first reported a position in Digital Realty Trust in Q3 2021 and held it in 17 quarters.
  • U.S. Capital Wealth Advisors's Digital Realty Trust position peaked at $2.87M in Q3 2025.
  • 1,185 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.