Waverly 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
$1.73M Buy
9,656
+3,392
+54% +$650K 0.01% 730
2026
Q1
$1.13M Buy
6,264
+1,970
+46% +$337K 0.01% 793
2025
Q4
$664K Buy
4,294
+986
+30% +$162K 0.01% 894
2025
Q3
$572K Buy
3,308
+1,840
+125% +$315K 0.01% 807
2025
Q2
$256K Sell
1,468
-62
-4% -$10.1K ﹤0.01% 1033
2025
Q1
$219K Buy
+1,530
New +$249K ﹤0.01% 1031
2014
Q3
– Sell
-80
Closed -$5K – 766
2014
Q2
$5K Buy
+80
New +$4.48K ﹤0.01% 576

Other funds holding DLR

Waverly Advisors's DLR Position: Q2 2026 in Review

Waverly Advisors increased its Digital Realty Trust (DLR) stake by 54% in Q2 2026, buying an estimated $650K and bringing the position to 9,656 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #730.

Waverly Advisors first reported a position in DLR in Q2 2014 and has held it in 7 quarters since. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Waverly Advisors held 9,656 shares of Digital Realty Trust worth $1.73M as of Q2 2026.
  • Waverly Advisors bought 3,392 Digital Realty Trust shares in Q2 2026, an estimated $650K.
  • Digital Realty Trust made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #730 holding.
  • Waverly Advisors first reported a position in Digital Realty Trust in Q2 2014 and has held it in 7 quarters since.
  • 1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.