Wealthcare Advisory Partners’s Digital Realty Trust DLR Stock Holding History

Wealthcare Advisory Partners’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	$233K	Sell	1,299 -68	-5%	-$13K	﹤0.01%	981
2026 Q1	$246K	Buy	1,367 +48	+4%	+$8.2K	﹤0.01%	948
2025 Q4	$204K	Sell	1,319 -31	-2%	-$5.09K	﹤0.01%	1012
2025 Q3	$233K	Buy	1,350 +16	+1%	+$2.74K	﹤0.01%	928
2025 Q2	$233K	Buy	+1,334	New	+$218K	0.01%	884
2025 Q1	–	Sell	-1,337	Closed	-$237K	–	914
2024 Q4	$237K	Sell	1,337 -1,772	-57%	-$314K	0.01%	789
2024 Q3	$503K	Buy	+3,109	New	+$477K	0.01%	565
2021 Q2	–	Sell	-500	Closed	-$70K	–	862
2021 Q1	$70K	Buy	+500	New	+$69.1K	0.01%	779
2020 Q2	–	Sell	-378	Closed	-$52K	–	559
2020 Q1	$52K	Buy	378 +258	+215%	+$32.8K	0.01%	506
2019 Q4	$14K	Buy	120 +12	+11%	+$1.48K	﹤0.01%	854
2019 Q3	$14K	Buy	108 +1	+0.9%	+$122	﹤0.01%	842
2019 Q2	$13K	Buy	107 +1	+0.9%	+$119	﹤0.01%	840
2019 Q1	$13K	Buy	106 +1	+1%	+$112	﹤0.01%	752
2018 Q4	$11K	Buy	105 +75	+250%	+$8.29K	﹤0.01%	765
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	1064
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	1056
2018 Q1	$3K	Sell	30 -150	-83%	-$15.8K	﹤0.01%	906
2017 Q4	$21K	Hold	180	–	–	0.01%	527
2017 Q3	$21K	Buy	+180	New	+$20.8K	0.01%	421

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthcare Advisory Partners's DLR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Digital Realty Trust (DLR) stake by 5% in Q2 2026, selling an estimated $13K and leaving 1,299 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Wealthcare Advisory Partners first reported a position in DLR in Q3 2017 and has held it in 19 quarters since. The position peaked at $503K in Q3 2024. 231 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Wealthcare Advisory Partners held 1,299 shares of Digital Realty Trust worth $233K as of Q2 2026.
Wealthcare Advisory Partners sold 68 Digital Realty Trust shares in Q2 2026, an estimated $13K.
Digital Realty Trust made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #981 holding.
Wealthcare Advisory Partners first reported a position in Digital Realty Trust in Q3 2017 and has held it in 19 quarters since.
Wealthcare Advisory Partners's Digital Realty Trust position peaked at $503K in Q3 2024.
231 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.