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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
Q2 		$455K Buy
2,532
+1,126
+80% +$216K 0.02% 446
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Visionary Wealth Advisors's DLR Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Digital Realty Trust (DLR) stake by 80% in Q2 2026, buying an estimated $216K and bringing the position to 2,532 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #446.

Visionary Wealth Advisors first reported a position in DLR in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.56M in Q1 2022. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Visionary Wealth Advisors held 2,532 shares of Digital Realty Trust worth $455K as of Q2 2026.
  • Visionary Wealth Advisors bought 1,126 Digital Realty Trust shares in Q2 2026, an estimated $216K.
  • Digital Realty Trust made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • Visionary Wealth Advisors first reported a position in Digital Realty Trust in Q4 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's Digital Realty Trust position peaked at $4.56M in Q1 2022.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.