Purchases and Sales Made in Q2 2025 in Digital Realty Trust, Inc. (DLR)
This table provides information about the institutional ownership of Digital Realty Trust, Inc. (DLR) during Q2 2025. The information is specifically focused on institutions that hold shares of DIGITAL REALTY TRUST, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
100+ 1.87% |
$13.6K - $17.8K
|
5.45K
$982K
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
100+ 6.31% |
$13.6K - $17.8K
|
1.68K
$303K
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
96+ 3.42% |
$13.1K - $17.1K
|
2.9K
$522K
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
96+ 0.61% |
$13.1K - $17.1K
|
15.9K
$2.87M
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
79New |
$10.8K - $14K
|
79
$14.2K
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
67+ 1.17% |
$9.12K - $11.9K
|
5.8K
$1.04M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
60+ 2.67% |
$8.17K - $10.7K
|
2.31K
$416K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 21.45% |
$8.03K - $10.5K
|
334
$60.1K
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
57+ 2.04% |
$7.76K - $10.1K
|
2.86K
$514K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
56+ 17.5% |
$7.62K - $9.95K
|
376
$67.7K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
56+ 2800.0% |
$7.62K - $9.95K
|
58
$10.4K
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
52+ 2.35% |
$7.08K - $9.24K
|
2.27K
$408K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
51+ 1.09% |
$6.94K - $9.06K
|
4.75K
$855K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
44+ 110.0% |
$5.99K - $7.82K
|
84
$15.1K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 0.16% |
$5.44K - $7.11K
|
25.6K
$4.61M
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
40New |
$5.44K - $7.11K
|
40
$7.2K
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
39+ 3.92% |
$5.31K - $6.93K
|
1.03K
$186K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
37+ 2.27% |
$5.04K - $6.57K
|
1.66K
$300K
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
35+ 0.78% |
$4.76K - $6.22K
|
4.5K
$810K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 320.0% |
$4.36K - $5.69K
|
42
$7.56K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 35.23% |
$4.22K - $5.51K
|
119
$21.4K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.16% |
$4.08K - $5.33K
|
2.63K
$473K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 31.25% |
$3.4K - $4.44K
|
105
$18.9K
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
24+ 1.22% |
$3.27K - $4.26K
|
2K
$360K
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
24+ 0.69% |
$3.27K - $4.26K
|
3.48K
$626K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 1.37% |
$2.99K - $3.91K
|
1.63K
$294K
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21+ 0.5% |
$2.86K - $3.73K
|
4.21K
$757K
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
21+ 0.17% |
$2.86K - $3.73K
|
12.7K
$2.29M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19+ 3.38% |
$2.59K - $3.38K
|
581
$105K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 5.69% |
$2.31K - $3.02K
|
316
$56.9K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
17+ 5.57% |
$2.31K - $3.02K
|
322
$58K
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
17+ 0.68% |
$2.31K - $3.02K
|
2.53K
$455K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
15New |
$2.04K - $2.67K
|
15
$2.7K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14+ 5.24% |
$1.91K - $2.49K
|
281
$50.6K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.77K - $2.31K
|
13
$2.34K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
11+ 0.76% |
$1.5K - $1.95K
|
1.45K
$261K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 2.92% |
$1.22K - $1.6K
|
317
$57.1K
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
8+ 0.53% |
$1.09K - $1.42K
|
1.52K
$273K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 44.44% |
$1.09K - $1.42K
|
26
$4.68K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 3.7% |
$953 - $1.24K
|
196
$35.3K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 0.02% |
$817 - $1.07K
|
28.4K
$5.12M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 1.57% |
$681 - $888
|
323
$58.1K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.92% |
$408 - $533
|
328
$59K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 1.69% |
$408 - $533
|
181
$32.6K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3+ 0.01% |
$408 - $533
|
25.5K
$4.59M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3+ 0.19% |
$408 - $533
|
1.56K
$280K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.27% |
$272 - $355
|
734
$132K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.59% |
$272 - $355
|
341
$61.4K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$136 - $178
|
794
$143K
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1+ 0.46% |
$136 - $178
|
217
$39.1K
|