DIGITAL REALTY TRUST INC · CUSIP 253868103 · CIK 2027449
As of 2026-06-30, Sagace Wealth Management LLC reported 15.87K DLR (shares), valued at $2.85M, or 1.80% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares decreased 0.23%; reported value decreased 0.58%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.80% | 15,869 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 1.94% | 15,906 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 1.65% | 15,716 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 1.83% | 15,570 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 1.86% | 14,247 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 1.53% | 14,139 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 1.84% | 13,829 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 3.15% | 25,166 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 3.39% | 22,198 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | 3.39% | 22,198 | $3.45M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 3.15% | 25,166 | $4.08M | Shares increased 13.37%; reported value increased 18.05%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.84% | 13,829 | $2.45M | Shares decreased 45.05%; reported value decreased 39.84%, and weight changed -1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 1.53% | 14,139 | $2.03M | Shares increased 2.24%; reported value decreased 17.38%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 1.86% | 14,247 | $2.48M | Shares increased 0.76%; reported value increased 22.59%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 1.83% | 15,570 | $2.69M | Shares increased 9.29%; reported value increased 8.38%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 1.65% | 15,716 | $2.43M | Shares increased 0.94%; reported value decreased 9.67%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 1.94% | 15,906 | $2.87M | Shares increased 1.21%; reported value increased 17.89%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 1.80% | 15,869 | $2.85M | Shares decreased 0.23%; reported value decreased 0.58%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.