Wealth Alliance’s Digital Realty Trust DLR Stock Holding History

Wealth Alliance’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	$202K	Sell	1,123 -187	-14%	-$32K	0.02%	535
2025 Q4	$203K	Buy	1,310 +20	+2%	+$3.28K	0.02%	536
2025 Q3	$223K	Hold	1,290	–	–	0.02%	504
2025 Q2	$225K	Buy	+1,290	New	+$211K	0.03%	497
2023 Q2	–	Sell	-4,535	Closed	-$446K	–	518
2023 Q1	$446K	Buy	4,535 +660	+17%	+$69.6K	0.07%	261
2022 Q4	$389K	Sell	3,875 -1,486	-28%	-$152K	0.07%	278
2022 Q3	$532K	Sell	5,361 -40	-0.7%	-$4.91K	0.11%	204
2022 Q2	$701K	Buy	5,401 +727	+16%	+$100K	0.13%	166
2022 Q1	$663K	Buy	4,674 +2,584	+124%	+$373K	0.14%	166
2021 Q4	$370K	Buy	2,090 +27	+1%	+$4.33K	0.07%	285
2021 Q3	$298K	Sell	2,063 -3	-0.1%	-$471	0.07%	315
2021 Q2	$311K	Buy	2,066 +129	+7%	+$19.5K	0.07%	311
2021 Q1	$273K	Buy	+1,937	New	+$268K	0.08%	316

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Alliance's DLR Position: Q1 2026 in Review

Wealth Alliance reduced its Digital Realty Trust (DLR) stake by 14% in Q1 2026, selling an estimated $32K and leaving 1,123 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #535.

Wealth Alliance first reported a position in DLR in Q1 2021 and has held it in 13 quarters since. The position peaked at $701K in Q2 2022. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Wealth Alliance held 1,123 shares of Digital Realty Trust worth $202K as of Q1 2026.
Wealth Alliance sold 187 Digital Realty Trust shares in Q1 2026, an estimated $32K.
Digital Realty Trust made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #535 holding.
Wealth Alliance first reported a position in Digital Realty Trust in Q1 2021 and has held it in 13 quarters since.
Wealth Alliance's Digital Realty Trust position peaked at $701K in Q2 2022.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.