Wealth Enhancement Advisory Services
DLR icon

Wealth Enhancement Advisory Services’s Digital Realty Trust DLR Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.93M Buy
21,810
+1,512
+7% +$290K 0.01% 1161
2026
Q1 		$3.69M Sell
20,298
-1,339
-6% -$229K 0.01% 1056
2025
Q4 		$3.39M Buy
21,637
+479
+2% +$78.7K ﹤0.01% 1217
2025
Q3 		$3.71M Sell
21,158
-1,018
-5% -$174K 0.01% 1114
2025
Q2 		$3.83M Buy
22,176
+2,002
+10% +$327K 0.01% 1017
2025
Q1 		$2.89M Sell
20,174
-2,094
-9% -$341K 0.01% 1057
2024
Q4 		$3.95M Sell
22,268
-81,760
-79% -$14.5M 0.01% 886
2024
Q3 		$16.8M Buy
104,028
+89,052
+595% +$13.7M 0.04% 385
2024
Q2 		$2.28M Buy
14,976
+2,027
+16% +$291K 0.01% 937
2024
Q1 		$1.87M Sell
12,949
-103
-0.8% -$14.6K ﹤0.01% 972
2023
Q4 		$1.76M Buy
13,052
+503
+4% +$65K 0.01% 945
2023
Q3 		$1.52M Buy
+12,549
New +$1.54M 0.01% 954
2023
Q2 		– Sell
-42,988
Closed -$4.23M – 527
2023
Q1 		$4.23M Buy
+42,988
New +$4.53M 0.05% 147
2016
Q3 		– Sell
-12,336
Closed -$1.34M – 147
2016
Q2 		$1.34M Buy
+12,336
New +$1.17M 0.24% 74

Other funds holding DLR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's DLR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Digital Realty Trust (DLR) stake by 7.4% in Q2 2026, buying an estimated $290K and bringing the position to 21,810 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #1161.

Wealth Enhancement Advisory Services first reported a position in DLR in Q2 2016 and has held it in 14 quarters since. The position peaked at $16.8M in Q3 2024. 255 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,810 shares of Digital Realty Trust worth $3.93M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,512 Digital Realty Trust shares in Q2 2026, an estimated $290K.
  • Digital Realty Trust made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1161 holding.
  • Wealth Enhancement Advisory Services first reported a position in Digital Realty Trust in Q2 2016 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Digital Realty Trust position peaked at $16.8M in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.