Digital Realty Trust, Inc.
MX ˙ BMV ˙ US2538681030
SecurityMX:DLR / Digital Realty Trust, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership10,210 shares
Latest Disclosed Value $ 1,839,989
Arkadios Wealth Advisors reports 2.89% increase in ownership of DLR / Digital Realty Trust, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 10,210 shares of Digital Realty Trust, Inc. (MX:DLR) valued at $1,839,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,923 shares of Digital Realty Trust, Inc.. This represents a change in shares of 2.89% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 10,210 287 2.89 1,840 19.80 0.0194
2026-02-13 2025-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 9,923 941 10.48 1,535 -1.10 0.0298
2025-10-29 2025-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 8,982 2,080 30.14 1,553 29.01 0.0373
2025-08-04 2025-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 6,902 198 2.95 1,203 25.31 0.0355
2025-05-08 2025-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 6,704 3,085 85.24 961 49.77 0.0363
2025-01-15 2024-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 3,619 -174 -4.59 642 4.57 0.0350
2024-10-24 2024-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 3,793 -186 -4.67 614 1.49 0.0348
2024-07-29 2024-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 3,979 1,866 88.31 605 98.68 0.0408
2024-04-30 2024-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 2,113 -227 -9.70 304 -3.18 0.0236
2024-01-24 2023-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 2,340 -1,911 -44.95 315 -38.91 0.0266
2023-10-13 2023-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 4,251 -271 -5.99 514 0.00 0.0488
2023-07-26 2023-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 4,522 130 2.96 515 19.26 0.0599
2023-05-02 2023-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 4,392 -451 -9.31 432 -11.13 0.0514
2023-01-11 2022-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 4,843 -4,931 -50.45 486 0.0644
2022-10-21 2022-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 9,774 -176 -1.77 1 -100.00 0.1469
2022-07-14 2022-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 9,950 287 2.97 1 0.00 0.1922
2022-05-02 2022-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 9,663 236 2.50 1 0.00 0.1794
2022-02-03 2021-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 9,427 6,318 203.22 2 0.2208
2021-10-19 2021-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 3,109 -580 -15.72 0 0.0647
2021-07-28 2021-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 3,689 -347 -8.60 1 0.0676
2021-04-26 2021-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 4,036 229 6.02 1 0.0936
2021-02-09 2020-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 3,807 1,980 108.37 1 -100.00 0.1114
2020-11-10 2020-09-30 13F DIGITAL RLTY TR INC COM Real Estate Investment Trust 253868103 1,827 784 75.17 288 88.24 0.1445
2020-08-10 2020-06-30 13F DIGITAL RLTY TR INC COM Real Estate Investment Trust 253868103 1,043 765 275.18 153 302.63 0.0849
2020-05-14 2020-03-31 13F DIGITAL RLTY TR INC COM Real Estate Investment Trust 253868103 278 73 35.61 39 52.00 0.0246
2020-02-14 2019-12-31 13F DIGITAL RLTY TR INC COM Real Estate Investment Trust 253868103 205 205 26 0.0155
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.