Wealthspire Advisors (New York)’s Digital Realty Trust DLR Stock Holding History

Wealthspire Advisors (New York)’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	$2.7M	Buy	15,010 +10,111	+206%	+$1.94M	0.01%	368
2026 Q1	$883K	Sell	4,899 -1,028	-17%	-$176K	0.01%	431
2025 Q4	$917K	Buy	5,927 +1,160	+24%	+$190K	0.01%	451
2025 Q3	$824K	Sell	4,767 -1,429	-23%	-$244K	﹤0.01%	426
2025 Q2	$1.08M	Buy	6,196 +821	+15%	+$134K	0.01%	374
2025 Q1	$770K	Buy	5,375 +393	+8%	+$63.9K	﹤0.01%	438
2024 Q4	$883K	Buy	4,982 +236	+5%	+$41.9K	0.01%	396
2024 Q3	$768K	Buy	4,746 +62	+1%	+$9.51K	0.01%	417
2024 Q2	$712K	Sell	4,684 -74	-2%	-$10.6K	0.01%	367
2024 Q1	$685K	Sell	4,758 -99	-2%	-$14K	0.01%	369
2023 Q4	$654K	Buy	4,857 +275	+6%	+$35.5K	0.01%	378
2023 Q3	$555K	Sell	4,582 -1,082	-19%	-$133K	0.01%	373
2023 Q2	$645K	Sell	5,664 -35	-0.6%	-$3.46K	0.01%	320
2023 Q1	$560K	Sell	5,699 -861	-13%	-$90.8K	0.01%	336
2022 Q4	$658K	Buy	6,560 +737	+13%	+$75.2K	0.01%	337
2022 Q3	$578K	Sell	5,823 -493	-8%	-$60.5K	0.01%	309
2022 Q2	$820K	Buy	6,316 +666	+12%	+$92K	0.02%	236
2022 Q1	$801K	Sell	5,650 -765	-12%	-$111K	0.02%	213
2021 Q4	$1.14M	Buy	6,415 +95	+2%	+$15.2K	0.03%	214
2021 Q3	$913K	Buy	6,320 +705	+13%	+$111K	0.02%	263
2021 Q2	$845K	Sell	5,615 -4,678	-45%	-$707K	0.02%	178
2021 Q1	$1.45M	Buy	10,293 +676	+7%	+$93.4K	0.03%	213
2020 Q4	$1.34M	Buy	9,617 +7,396	+333%	+$1.06M	0.04%	173
2020 Q3	$326K	Buy	2,221 +684	+45%	+$102K	0.02%	228
2020 Q2	$218K	Sell	1,537 -7,250	-83%	-$1.03M	0.02%	250
2020 Q1	$1.22M	Buy	+8,787	New	+$1.12M	0.05%	171
2019 Q1	–	Sell	-167	Closed	-$18K	–	240
2018 Q4	$18K	Buy	+167	New	+$18.5K	﹤0.01%	361

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s DLR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Digital Realty Trust (DLR) stake by 206% in Q2 2026, buying an estimated $1.94M and bringing the position to 15,010 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #368.

Wealthspire Advisors (New York) first reported a position in DLR in Q4 2018 and has held it in 27 quarters since. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Wealthspire Advisors (New York) held 15,010 shares of Digital Realty Trust worth $2.7M as of Q2 2026.
Wealthspire Advisors (New York) bought 10,111 Digital Realty Trust shares in Q2 2026, an estimated $1.94M.
Digital Realty Trust made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #368 holding.
Wealthspire Advisors (New York) first reported a position in Digital Realty Trust in Q4 2018 and has held it in 27 quarters since.
1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.