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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
Q2 		$200K Sell
1,115
-8
-0.7% -$1.53K 0.02% 560
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
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

Wealth Alliance's DLR Position: Q2 2026 in Review

Wealth Alliance reduced its Digital Realty Trust (DLR) stake by 0.71% in Q2 2026, selling an estimated $1.53K and leaving 1,115 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #560.

Wealth Alliance first reported a position in DLR in Q1 2021 and has held it in 14 quarters since. The position peaked at $701K in Q2 2022. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Wealth Alliance held 1,115 shares of Digital Realty Trust worth $200K as of Q2 2026.
  • Wealth Alliance sold 8 Digital Realty Trust shares in Q2 2026, an estimated $1.53K.
  • Digital Realty Trust made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #560 holding.
  • Wealth Alliance first reported a position in Digital Realty Trust in Q1 2021 and has held it in 14 quarters since.
  • Wealth Alliance's Digital Realty Trust position peaked at $701K in Q2 2022.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.