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Abound Wealth Management’s Digital Realty Trust DLR Stock Holding History

Abound Wealth Management’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
Q2 		$41.9K Sell
233
-18
-7% -$3.45K 0.01% 261
2026
Q1 		$45.3K Hold
251
– – 0.01% 262
2025
Q4 		$38.9K Sell
251
-2
-0.8% -$328 0.01% 264
2025
Q3 		$43.8K Sell
253
-1
-0.4% -$171 0.01% 226
2025
Q2 		$44.2K Hold
254
– – 0.01% 214
2025
Q1 		$36.3K Hold
254
– – 0.01% 232
2024
Q4 		$45.1K Sell
254
-13
-5% -$2.31K 0.01% 191
2024
Q3 		$43.3K Buy
267
+222
+493% +$34K 0.01% 193
2024
Q2 		$6.82K Sell
45
-6
-12% -$862 ﹤0.01% 436
2024
Q1 		$7.36K Buy
51
+11
+28% +$1.55K ﹤0.01% 438
2023
Q4 		$5.41K Sell
40
-25
-38% -$3.23K ﹤0.01% 484
2023
Q3 		$7.89K Hold
65
– – ﹤0.01% 376
2023
Q2 		$7.41K Buy
65
+7
+12% +$693 ﹤0.01% 396
2023
Q1 		$5.71K Buy
58
+28
+93% +$2.95K ﹤0.01% 378
2022
Q4 		$3.01K Buy
30
+12
+67% +$1.23K ﹤0.01% 452
2022
Q3 		$1.79K Buy
+18
New +$2.21K ﹤0.01% 504

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Abound Wealth Management's DLR Position: Q2 2026 in Review

Abound Wealth Management reduced its Digital Realty Trust (DLR) stake by 7.2% in Q2 2026, selling an estimated $3.45K and leaving 233 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #261.

Abound Wealth Management first reported a position in DLR in Q3 2022 and has held it in 16 quarters since. The position peaked at $45.3K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Abound Wealth Management held 233 shares of Digital Realty Trust worth $41.9K as of Q2 2026.
  • Abound Wealth Management sold 18 Digital Realty Trust shares in Q2 2026, an estimated $3.45K.
  • Digital Realty Trust made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Abound Wealth Management first reported a position in Digital Realty Trust in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Digital Realty Trust position peaked at $45.3K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.