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Livermore
Livermore
ZHEN

Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by Ibex Wealth Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of DLR by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−41,931−100.0%Sold outHolders
Q4 202541,931$6.49M0.6%+32+0.1%AddedHolders
Q3 202541,899$7.24M0.7%+571+1.4%AddedHolders
Q2 202541,328$7.20M0.8%+2,709+7.0%AddedHolders
Q1 202538,619$5.53M0.7%+671+1.8%AddedHolders
Q4 202437,948$6.73M0.8%+37,948NewHolders
Q3 20240$00.0%−31,669−100.0%Sold outHolders
Q2 202431,669$4.82M0.8%+5,135+19.4%AddedHolders
Q1 202426,534$2.66M0.7%+26,508+101,953.8%AddedHolders
Q4 202326$3.48K0.8%−25,209−99.9%ReducedHolders
Q3 202325,235$3.05M0.8%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202328,693$2.82M0.7%+2,159+8.1%AddedHolders
Q4 202226,534$2.66M0.6%−1,390−5.0%ReducedHolders
Q3 202227,924$2.77M0.7%−260−0.9%ReducedHolders
Q2 202228,184$3.66M0.8%+189+0.7%AddedHolders
Q1 202227,995$3.97M0.8%+1,002+3.7%AddedHolders
Q4 202126,993$4.77M0.8%−170−0.6%ReducedHolders
Q3 202127,163$3.92M0.8%+731+2.8%AddedHolders
Q2 202126,432$3.98M0.8%+1,110+4.4%AddedHolders
Q1 202125,322$3.57M0.9%––Holders

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