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Waverly Advisors’s Digital Realty Trust DLR Stock Holding History

Waverly 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 		$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

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

Waverly Advisors's DLR Position: Q1 2026 in Review

Waverly Advisors increased its Digital Realty Trust (DLR) stake by 46% in Q1 2026, buying an estimated $337K and bringing the position to 6,264 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #793.

Waverly Advisors first reported a position in DLR in Q2 2014 and has held it in 6 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Waverly Advisors held 6,264 shares of Digital Realty Trust worth $1.13M as of Q1 2026.
  • Waverly Advisors bought 1,970 Digital Realty Trust shares in Q1 2026, an estimated $337K.
  • Digital Realty Trust made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #793 holding.
  • Waverly Advisors first reported a position in Digital Realty Trust in Q2 2014 and has held it in 6 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.