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Valeo Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Valeo Financial 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
Q3 		$417K Buy
2,377
+365
+18% +$67.7K 0.01% 513
2026
Q2 		$361K Sell
2,012
-731
-27% -$140K 0.01% 553
2026
Q1 		$494K Sell
2,743
-1,971
-42% -$337K 0.01% 415
2025
Q4 		$729K Buy
4,714
+54
+1% +$8.87K 0.02% 378
2025
Q3 		$806K Buy
4,660
+84
+2% +$14.4K 0.02% 353
2025
Q2 		$798K Buy
4,576
+499
+12% +$81.6K 0.02% 349
2025
Q1 		$584K Buy
4,077
+586
+17% +$95.3K 0.02% 373
2024
Q4 		$619K Buy
3,491
+327
+10% +$58K 0.02% 363
2024
Q3 		$512K Buy
3,164
+290
+10% +$44.5K 0.01% 403
2024
Q2 		$437K Buy
2,874
+26
+0.9% +$3.73K 0.01% 427
2024
Q1 		$401K Buy
2,848
+43
+2% +$6.08K 0.01% 431
2023
Q4 		$378K Sell
2,805
-116
-4% -$15K 0.02% 424
2023
Q3 		$354K Buy
2,921
+785
+37% +$96.4K 0.02% 415
2023
Q2 		$243K Sell
2,136
-220
-9% -$21.8K 0.01% 483
2023
Q1 		$232K Buy
+2,356
New +$248K 0.01% 515
2021
Q2 		– Sell
-1,016
Closed -$143K – 836
2021
Q1 		$143K Sell
1,016
-163
-14% -$22.5K 0.01% 525
2020
Q4 		$164K Buy
1,179
+62
+6% +$8.87K 0.01% 453
2020
Q3 		$164K Sell
1,117
-395
-26% -$59.2K 0.01% 360
2020
Q2 		$215K Buy
1,512
+27
+2% +$3.82K 0.02% 307
2020
Q1 		$219K Buy
1,485
+360
+32% +$45.8K 0.02% 283
2019
Q4 		$135K Hold
1,125
– – 0.01% 398
2019
Q3 		$146K Buy
1,125
+8
+0.7% +$973 0.02% 354
2019
Q2 		$132K Hold
1,117
– – 0.02% 372
2019
Q1 		$133K Buy
1,117
+940
+531% +$105K 0.02% 358
2018
Q4 		$19K Sell
177
-26
-13% -$2.87K ﹤0.01% 717
2018
Q3 		$21K Buy
203
+13
+7% +$1.56K ﹤0.01% 754
2018
Q2 		$23K Buy
190
+26
+16% +$2.76K ﹤0.01% 724
2018
Q1 		$17K Sell
164
-42
-20% -$4.43K ﹤0.01% 753
2017
Q4 		$23K Buy
206
+183
+796% +$21.5K ﹤0.01% 635
2017
Q3 		$3K Buy
+23
New +$2.66K ﹤0.01% 947

Other funds holding DLR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's DLR Position: Q3 2026 in Review

Valeo Financial Advisors increased its Digital Realty Trust (DLR) stake by 18% in Q3 2026, buying an estimated $67.7K and bringing the position to 2,377 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #513.

Valeo Financial Advisors first reported a position in DLR in Q3 2017 and has held it in 30 quarters since. The position peaked at $806K in Q3 2025. 45 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Valeo Financial Advisors held 2,377 shares of Digital Realty Trust worth $417K as of Q3 2026.
  • Valeo Financial Advisors bought 365 Digital Realty Trust shares in Q3 2026, an estimated $67.7K.
  • Digital Realty Trust made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #513 holding.
  • Valeo Financial Advisors first reported a position in Digital Realty Trust in Q3 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Digital Realty Trust position peaked at $806K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.