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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLR overviewAll 13F holders of DLRFull Q2 2026 holdings

Shares (Q2 2026)
3,108
Value
$558.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DLR by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,108$558.1K<0.1%+70+2.3%AddedHolders
Q1 20263,038$547.5K<0.1%−15−0.5%ReducedHolders
Q4 20253,053$472.3K<0.1%−49−1.6%ReducedHolders
Q3 20253,102$536.3K<0.1%−185−5.6%ReducedHolders
Q2 20253,287$573.0K<0.1%+440+15.5%AddedHolders
Q1 20252,847$407.9K<0.1%+55+2.0%AddedHolders
Q4 20242,792$495.1K<0.1%−23−0.8%ReducedHolders
Q3 20242,815$455.6K<0.1%−5−0.2%ReducedHolders
Q2 20242,820$428.8K<0.1%+130+4.8%AddedHolders
Q1 20242,690$387.5K<0.1%−656−19.6%ReducedHolders
Q4 20233,346$450.3K<0.1%+295+9.7%AddedHolders
Q3 20233,051$369.2K<0.1%−791−20.6%ReducedHolders
Q2 20233,842$437.5K<0.1%+392+11.4%AddedHolders
Q1 20233,450$339.2K<0.1%+384+12.5%AddedHolders
Q4 20223,066$307.4K<0.1%−75−2.4%ReducedHolders
Q3 20223,141$311.0K<0.1%+58+1.9%AddedHolders
Q2 20223,083$400.0K<0.1%00.0%UnchangedHolders
Q1 20223,083$437.0K<0.1%+127+4.3%AddedHolders
Q4 20212,956$523.0K<0.1%−5−0.2%ReducedHolders
Q3 20212,961$428.0K<0.1%+5+0.2%AddedHolders
Q2 20212,956$444.0K<0.1%−557−15.9%ReducedHolders
Q1 20213,513$495.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.