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Wealth Preservation Advisors’s Digital Realty Trust DLR Stock Holding History

Wealth Preservation 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 		– Sell
-27
Closed -$4.18K – 1068
2025
Q4 		$4.18K Hold
27
– – ﹤0.01% 404
2025
Q3 		$4.67K Hold
27
– – ﹤0.01% 377
2025
Q2 		$4.71K Hold
27
– – ﹤0.01% 372
2025
Q1 		$3.87K Buy
+27
New +$4.39K ﹤0.01% 408

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

Wealth Preservation Advisors's DLR Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 27 shares — an estimated $4.18K sold.

Wealth Preservation Advisors first reported a position in DLR in Q1 2025 and held it in 4 quarters. The position peaked at $4.71K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 27 Digital Realty Trust shares in Q1 2026, an estimated $4.18K.
  • Wealth Preservation Advisors first reported a position in Digital Realty Trust in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Digital Realty Trust position peaked at $4.71K in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

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