1776 Wealth’s Digital Realty Trust DLR Stock Holding History

1776 Wealth’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$971K	Sell	5,390 -85	-2%	-$14.5K	0.38%	48
2025 Q4	$847K	Sell	5,475 -300	-5%	-$49.3K	0.32%	58
2025 Q3	$998K	Hold	5,775	–	–	0.38%	47
2025 Q2	$1.01M	Hold	5,775	–	–	0.41%	44
2025 Q1	$828K	Hold	5,775	–	–	0.38%	50
2024 Q4	$1.02M	Hold	5,775	–	–	0.47%	40
2024 Q3	$935K	Sell	5,775 -827	-13%	-$127K	0.42%	43
2024 Q2	$1M	Buy	+6,602	New	+$948K	0.45%	42
2023 Q1	–	Sell	-7,925	Closed	-$795K	–	126
2022 Q4	$795K	Sell	7,925 -800	-9%	-$81.6K	0.57%	31
2022 Q3	$865K	Sell	8,725 -200	-2%	-$24.5K	0.66%	28
2022 Q2	$1.16M	Buy	8,925 +850	+11%	+$117K	0.81%	24
2022 Q1	$1.15M	Sell	8,075 -500	-6%	-$72.2K	0.66%	27
2021 Q4	$1.52M	Buy	8,575 +1,000	+13%	+$160K	0.82%	24
2021 Q3	$1.09M	Buy	7,575 +300	+4%	+$47.1K	0.62%	32
2021 Q2	$1.09M	Hold	7,275	–	–	0.62%	33
2021 Q1	$1.02M	Buy	7,275 +200	+3%	+$27.6K	0.65%	34
2020 Q4	$987K	Buy	+7,075	New	+$1.01M	0.62%	31
2020 Q3	–	Sell	-7,075	Closed	-$1M	–	159
2020 Q2	$1M	Sell	7,075 -6,825	-49%	-$966K	0.69%	27
2020 Q1	$1.8M	Buy	13,900 +7,200	+107%	+$916K	0.76%	22
2019 Q4	$802K	Buy	+6,700	New	+$825K	0.68%	24

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1776 Wealth's DLR Position: Q1 2026 in Review

1776 Wealth reduced its Digital Realty Trust (DLR) stake by 1.6% in Q1 2026, selling an estimated $14.5K and leaving 5,390 shares worth $971K. The position accounts for 0.38% of the portfolio, ranked #48.

1776 Wealth first reported a position in DLR in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.8M in Q1 2020. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

1776 Wealth held 5,390 shares of Digital Realty Trust worth $971K as of Q1 2026.
1776 Wealth sold 85 Digital Realty Trust shares in Q1 2026, an estimated $14.5K.
Digital Realty Trust made up 0.38% of 1776 Wealth's portfolio in Q1 2026, its #48 holding.
1776 Wealth first reported a position in Digital Realty Trust in Q4 2019 and has held it in 20 quarters since.
1776 Wealth's Digital Realty Trust position peaked at $1.8M in Q1 2020.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.