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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
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s DLR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Digital Realty Trust (DLR) stake by 17% in Q1 2026, selling an estimated $176K and leaving 4,899 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #431.

Wealthspire Advisors (New York) first reported a position in DLR in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.45M in Q1 2021. 1,246 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,899 shares of Digital Realty Trust worth $883K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,028 Digital Realty Trust shares in Q1 2026, an estimated $176K.
  • Digital Realty Trust made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #431 holding.
  • Wealthspire Advisors (New York) first reported a position in Digital Realty Trust in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Digital Realty Trust position peaked at $1.45M in Q1 2021.
  • 1,246 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.