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Visionary Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Visionary 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
2026
Q1 		$253K Sell
1,406
-145
-9% -$24.8K 0.01% 557
2025
Q4 		$240K Buy
1,551
+16
+1% +$2.63K 0.01% 553
2025
Q3 		$265K Sell
1,535
-4
-0.3% -$684 0.01% 513
2025
Q2 		$268K Sell
1,539
-6
-0.4% -$981 0.01% 482
2025
Q1 		$221K Sell
1,545
-439
-22% -$71.4K 0.01% 506
2024
Q4 		$352K Sell
1,984
-43
-2% -$7.63K 0.02% 410
2024
Q3 		$328K Buy
2,027
+10
+0.5% +$1.53K 0.02% 412
2024
Q2 		$307K Sell
2,017
-769
-28% -$110K 0.02% 409
2024
Q1 		$401K Sell
2,786
-48
-2% -$6.78K 0.03% 358
2023
Q4 		$381K Buy
2,834
+99
+4% +$12.8K 0.03% 357
2023
Q3 		$331K Sell
2,735
-264
-9% -$32.4K 0.03% 352
2023
Q2 		$342K Sell
2,999
-175
-6% -$17.3K 0.03% 345
2023
Q1 		$312K Sell
3,174
-41,111
-93% -$4.33M 0.03% 350
2022
Q4 		$4.44M Buy
44,285
+3,805
+9% +$388K 0.41% 71
2022
Q3 		$4.01M Buy
40,480
+5,500
+16% +$675K 0.42% 64
2022
Q2 		$4.54M Buy
34,980
+2,820
+9% +$389K 0.41% 67
2022
Q1 		$4.56M Buy
32,160
+6,379
+25% +$922K 0.37% 78
2021
Q4 		$4.56M Buy
25,781
+1,110
+4% +$178K 0.37% 66
2021
Q3 		$3.56M Buy
24,671
+50
+0.2% +$7.84K 0.37% 76
2021
Q2 		$3.7M Buy
24,621
+610
+3% +$92.2K 0.37% 68
2021
Q1 		$3.38M Buy
24,011
+5,024
+26% +$694K 0.36% 79
2020
Q4 		$2.65M Buy
+18,987
New +$2.72M 0.3% 83

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

Visionary Wealth Advisors's DLR Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 9.3% in Q1 2026, selling an estimated $24.8K and leaving 1,406 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #557.

Visionary Wealth Advisors first reported a position in DLR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.56M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Visionary Wealth Advisors held 1,406 shares of Digital Realty Trust worth $253K as of Q1 2026.
  • Visionary Wealth Advisors sold 145 Digital Realty Trust shares in Q1 2026, an estimated $24.8K.
  • Digital Realty Trust made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #557 holding.
  • Visionary Wealth Advisors first reported a position in Digital Realty Trust in Q4 2020 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's Digital Realty Trust position peaked at $4.56M in Q1 2022.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.