United Capital Financial Advisors’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 | $4.05M | Sell |
22,538
-341
| -1% | -$65.3K | 0.02% | 426 |
|
|
2026
Q1 | $4.12M | Sell |
22,879
-1,509
| -6% | -$258K | 0.03% | 398 |
|
|
2025
Q4 | $3.77M | Sell |
24,388
-484
| -2% | -$79.5K | 0.02% | 395 |
|
|
2025
Q3 | $4.3M | Sell |
24,872
-2,127
| -8% | -$364K | 0.03% | 327 |
|
|
2025
Q2 | $4.71M | Sell |
26,999
-2,195
| -8% | -$359K | 0.04% | 290 |
|
|
2025
Q1 | $4.18M | Sell |
29,194
-1,466
| -5% | -$238K | 0.04% | 298 |
|
|
2024
Q4 | $5.44M | Sell |
30,660
-944
| -3% | -$167K | 0.05% | 250 |
|
|
2024
Q3 | $5.11M | Sell |
31,604
-1,013
| -3% | -$155K | 0.04% | 260 |
|
|
2024
Q2 | $4.96M | Sell |
32,617
-3,969
| -11% | -$570K | 0.04% | 259 |
|
|
2024
Q1 | $5.27M | Sell |
36,586
-17,880
| -33% | -$2.53M | 0.04% | 275 |
|
|
2023
Q4 | $7.33M | Sell |
54,466
-115,356
| -68% | -$14.9M | 0.06% | 232 |
|
|
2023
Q3 | $20.6M | Sell |
169,822
-3,818
| -2% | -$469K | 0.13% | 150 |
|
|
2023
Q2 | $19.8M | Buy |
173,640
+5,668
| +3% | +$561K | 0.11% | 165 |
|
|
2023
Q1 | $16.5M | Buy |
167,972
+10,273
| +7% | +$1.08M | 0.09% | 185 |
|
|
2022
Q4 | $15.8M | Buy |
157,699
+6,699
| +4% | +$684K | 0.09% | 194 |
|
|
2022
Q3 | $15M | Buy |
151,000
+4,305
| +3% | +$528K | 0.09% | 196 |
|
|
2022
Q2 | $19M | Buy |
146,695
+3,522
| +2% | +$486K | 0.1% | 182 |
|
|
2022
Q1 | $20.3M | Buy |
143,173
+2,944
| +2% | +$425K | 0.1% | 188 |
|
|
2021
Q4 | $24.8M | Buy |
140,229
+495
| +0.4% | +$79.3K | 0.11% | 174 |
|
|
2021
Q3 | $20.2M | Sell |
139,734
-1,833
| -1% | -$288K | 0.1% | 189 |
|
|
2021
Q2 | $21.3M | Buy |
141,567
+3,157
| +2% | +$477K | 0.11% | 185 |
|
|
2021
Q1 | $19.5M | Buy |
138,410
+4,249
| +3% | +$587K | 0.11% | 183 |
|
|
2020
Q4 | $18.7M | Sell |
134,161
-650
| -0.5% | -$93K | 0.11% | 188 |
|
|
2020
Q3 | $19.8M | Sell |
134,811
-1,506
| -1% | -$226K | 0.13% | 174 |
|
|
2020
Q2 | $19.4M | Sell |
136,317
-5,188
| -4% | -$735K | 0.14% | 160 |
|
|
2020
Q1 | $19.7M | Buy |
141,505
+654
| +0.5% | +$83.2K | 0.16% | 135 |
|
|
2019
Q4 | $16.9M | Buy |
140,851
+2,115
| +2% | +$260K | 0.11% | 227 |
|
|
2019
Q3 | $18M | Buy |
138,736
+111
| +0.1% | +$13.5K | 0.13% | 197 |
|
|
2019
Q2 | $16.3M | Sell |
138,625
-60
| -0% | -$7.15K | 0.11% | 209 |
|
|
2019
Q1 | $16.5M | Buy |
138,685
+908
| +0.7% | +$101K | 0.12% | 195 |
|
|
2018
Q4 | $14.7M | Sell |
137,777
-2,317
| -2% | -$256K | 0.12% | 182 |
|
|
2018
Q3 | $15.8M | Buy |
140,094
+1
| +0% | +$120 | 0.11% | 209 |
|
|
2018
Q2 | $15.6M | Sell |
140,093
-7,165
| -5% | -$760K | 0.12% | 195 |
|
|
2018
Q1 | $15.5M | Sell |
147,258
-3,012
| -2% | -$318K | 0.12% | 197 |
|
|
2017
Q4 | $17.1M | Sell |
150,270
-1,800
| -1% | -$212K | 0.14% | 177 |
|
|
2017
Q3 | $18M | Buy |
152,070
+3,485
| +2% | +$403K | 0.15% | 152 |
|
|
2017
Q2 | $16.8M | Sell |
148,585
-6,128
| -4% | -$701K | 0.15% | 156 |
|
|
2017
Q1 | $16.5M | Sell |
154,713
-3,171
| -2% | -$334K | 0.15% | 156 |
|
|
2016
Q4 | $15.5M | Sell |
157,884
-4,254
| -3% | -$395K | 0.15% | 154 |
|
|
2016
Q3 | $15.7M | Sell |
162,138
-4,000
| -2% | -$407K | 0.15% | 155 |
|
|
2016
Q2 | $18.1M | Sell |
166,138
-1,210
| -0.7% | -$115K | 0.18% | 121 |
|
|
2016
Q1 | $14.8M | Sell |
167,348
-4,526
| -3% | -$367K | 0.16% | 133 |
|
|
2015
Q4 | $13M | Buy |
171,874
+4,911
| +3% | +$354K | 0.15% | 148 |
|
|
2015
Q3 | $10.9M | Buy |
166,963
+503
| +0.3% | +$32.8K | 0.13% | 173 |
|
|
2015
Q2 | $11.1M | Sell |
166,460
-5,314
| -3% | -$349K | 0.13% | 187 |
|
|
2015
Q1 | $10.9M | Buy |
171,774
+152,304
| +782% | +$10.4M | 0.13% | 193 |
|
|
2014
Q4 | $1.29M | Sell |
19,470
-8,730
| -31% | -$583K | 0.02% | 586 |
|
|
2014
Q3 | $1.76M | Buy |
28,200
+5,250
| +23% | +$334K | 0.03% | 471 |
|
|
2014
Q2 | $1.34M | Buy |
22,950
+6,620
| +41% | +$371K | 0.02% | 498 |
|
|
2014
Q1 | $867K | Buy |
16,330
+4,860
| +42% | +$253K | 0.02% | 512 |
|
|
2013
Q4 | $563K | Sell |
11,470
-46,249
| -80% | -$2.3M | 0.02% | 415 |
|
|
2013
Q3 | $3.06M | Sell |
57,719
-81,134
| -58% | -$4.61M | 0.1% | 193 |
|
|
2013
Q2 | $8.47M | Buy |
+138,853
| New | +$9.06M | 0.23% | 121 |
|
Other funds holding DLR
AAMU
United Capital Financial Advisors's DLR Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Digital Realty Trust (DLR) stake by 1.5% in Q2 2026, selling an estimated $65.3K and leaving 22,538 shares worth $4.05M. The position accounts for 0.02% of the portfolio, ranked #426.
United Capital Financial Advisors first reported a position in DLR in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.8M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- United Capital Financial Advisors held 22,538 shares of Digital Realty Trust worth $4.05M as of Q2 2026.
- United Capital Financial Advisors sold 341 Digital Realty Trust shares in Q2 2026, an estimated $65.3K.
- Digital Realty Trust made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #426 holding.
- United Capital Financial Advisors first reported a position in Digital Realty Trust in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Digital Realty Trust position peaked at $24.8M in Q4 2021.
- 1,308 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.