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BSW Wealth Partners

SEC CIK
0001512601
Latest filing
Jul 15, 2026

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by BSW Wealth Partners, 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)
2,823
Value
$507.0K
% of portfolio
0.1%
Quarters held
13
Since Q4 2022
Holdings of DLR by BSW Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,823$507.0K0.1%+335+13.5%AddedHolders
Q1 20262,488$448.4K0.1%+377+17.9%AddedHolders
Q4 20252,111$326.6K<0.1%+411+24.2%AddedHolders
Q3 20251,700$293.9K<0.1%+288+20.4%AddedHolders
Q2 20251,412$246.1K<0.1%−29−2.0%ReducedHolders
Q1 20251,441$206.4K<0.1%+48+3.4%AddedHolders
Q4 20241,393$247.0K<0.1%+112+8.7%AddedHolders
Q3 20241,281$207.3K<0.1%−211−14.1%ReducedHolders
Q2 20241,492$226.8K<0.1%+67+4.7%AddedHolders
Q1 20241,425$205.2K<0.1%+1,425NewHolders
Q3 20230$00.0%−2,754−100.0%Sold outHolders
Q2 20232,754$313.6K0.1%+132+5.0%AddedHolders
Q1 20232,622$257.8K0.1%+487+22.8%AddedHolders
Q4 20222,135$214.0K<0.1%+2,135NewHolders