AE Wealth Management’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264K | Buy |
1,464
+154
| +12% | +$26.3K | ﹤0.01% | 1459 |
|
|
2025
Q4 | $203K | Sell |
1,310
-412
| -24% | -$67.7K | ﹤0.01% | 1519 |
|
|
2025
Q3 | $298K | Buy |
1,722
+111
| +7% | +$19K | ﹤0.01% | 1183 |
|
|
2025
Q2 | $281K | Sell |
1,611
-12,964
| -89% | -$2.12M | ﹤0.01% | 1143 |
|
|
2025
Q1 | $2.09M | Sell |
14,575
-127
| -0.9% | -$20.7K | 0.02% | 517 |
|
|
2024
Q4 | $2.61M | Buy |
14,702
+1,027
| +8% | +$182K | 0.02% | 478 |
|
|
2024
Q3 | $2.21M | Buy |
13,675
+354
| +3% | +$54.3K | 0.02% | 502 |
|
|
2024
Q2 | $2.03M | Buy |
13,321
+562
| +4% | +$80.7K | 0.02% | 517 |
|
|
2024
Q1 | $1.84M | Sell |
12,759
-56,830
| -82% | -$8.03M | 0.02% | 514 |
|
|
2023
Q4 | $9.97M | Buy |
69,589
+2,853
| +4% | +$369K | 0.05% | 395 |
|
|
2023
Q3 | $8.08M | Sell |
66,736
-10,290
| -13% | -$1.26M | 0.05% | 434 |
|
|
2023
Q2 | $8.77M | Buy |
77,026
+12,281
| +19% | +$1.22M | 0.05% | 395 |
|
|
2023
Q1 | $6.37M | Buy |
64,745
+688
| +1% | +$72.5K | 0.04% | 450 |
|
|
2022
Q4 | $6.42M | Buy |
64,057
+32,366
| +102% | +$3.3M | 0.05% | 416 |
|
|
2022
Q3 | $3.14M | Buy |
31,691
+610
| +2% | +$74.8K | 0.02% | 554 |
|
|
2022
Q2 | $4.04M | Buy |
31,081
+9,164
| +42% | +$1.27M | 0.03% | 448 |
|
|
2022
Q1 | $3.11M | Buy |
21,917
+5,156
| +31% | +$745K | 0.02% | 579 |
|
|
2021
Q4 | $2.96M | Buy |
16,761
+2,151
| +15% | +$345K | 0.02% | 567 |
|
|
2021
Q3 | $2.11M | Buy |
14,610
+1,153
| +9% | +$181K | 0.02% | 629 |
|
|
2021
Q2 | $2.02M | Buy |
13,457
+2,154
| +19% | +$326K | 0.02% | 636 |
|
|
2021
Q1 | $1.59M | Buy |
11,303
+1,354
| +14% | +$187K | 0.02% | 632 |
|
|
2020
Q4 | $1.39M | Sell |
9,949
-1,483
| -13% | -$212K | 0.02% | 601 |
|
|
2020
Q3 | $1.68M | Buy |
11,432
+3,993
| +54% | +$598K | 0.02% | 481 |
|
|
2020
Q2 | $1.06M | Buy |
7,439
+471
| +7% | +$66.7K | 0.02% | 604 |
|
|
2020
Q1 | $968K | Buy |
6,968
+1,977
| +40% | +$251K | 0.02% | 499 |
|
|
2019
Q4 | $598K | Buy |
4,991
+677
| +16% | +$83.3K | 0.01% | 678 |
|
|
2019
Q3 | $560K | Sell |
4,314
-480
| -10% | -$58.4K | 0.02% | 587 |
|
|
2019
Q2 | $565K | Buy |
4,794
+2,376
| +98% | +$283K | 0.02% | 553 |
|
|
2019
Q1 | $288K | Buy |
+2,418
| New | +$270K | 0.02% | 477 |
|
|
2018
Q4 | – | Sell |
-2,656
| Closed | -$299K | – | 509 |
|
|
2018
Q3 | $299K | Buy |
2,656
+288
| +12% | +$34.5K | 0.02% | 448 |
|
|
2018
Q2 | $264K | Sell |
2,368
-174
| -7% | -$18.5K | 0.02% | 362 |
|
|
2018
Q1 | $268K | Sell |
2,542
-497
| -16% | -$52.4K | 0.02% | 350 |
|
|
2017
Q4 | $346K | Sell |
3,039
-99
| -3% | -$11.7K | 0.03% | 289 |
|
|
2017
Q3 | $371K | Buy |
+3,138
| New | +$363K | 0.03% | 272 |
|
Other funds holding DLR
VPM
VCM
AAMU
AE Wealth Management's DLR Position: Q1 2026 in Review
AE Wealth Management increased its Digital Realty Trust (DLR) stake by 12% in Q1 2026, buying an estimated $26.3K and bringing the position to 1,464 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.
AE Wealth Management first reported a position in DLR in Q3 2017 and has held it in 34 quarters since. The position peaked at $9.97M in Q4 2023. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.
- AE Wealth Management held 1,464 shares of Digital Realty Trust worth $264K as of Q1 2026.
- AE Wealth Management bought 154 Digital Realty Trust shares in Q1 2026, an estimated $26.3K.
- Digital Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1459 holding.
- AE Wealth Management first reported a position in Digital Realty Trust in Q3 2017 and has held it in 34 quarters since.
- AE Wealth Management's Digital Realty Trust position peaked at $9.97M in Q4 2023.
- 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.