Axis Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Axis Wealth Partners’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	$301K	Buy	1,672 +62	+4%	+$10.6K	0.16%	137
2025 Q4	$249K	Buy	1,610 +51	+3%	+$8.38K	0.14%	145
2025 Q3	$270K	Buy	1,559 +3	+0.2%	+$513	0.16%	134
2025 Q2	$271K	Buy	1,556 +3	+0.2%	+$491	0.18%	123
2025 Q1	$223K	Sell	1,553 -119	-7%	-$19.4K	0.16%	132
2024 Q4	$297K	Buy	+1,672	New	+$297K	0.25%	104

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

Axis Wealth Partners's DLR Position: Q1 2026 in Review

Axis Wealth Partners increased its Digital Realty Trust (DLR) stake by 3.9% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,672 shares worth $301K. The position accounts for 0.16% of the portfolio, ranked #137.

Axis Wealth Partners first reported a position in DLR in Q4 2024 and has held it in 6 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Axis Wealth Partners held 1,672 shares of Digital Realty Trust worth $301K as of Q1 2026.
Axis Wealth Partners bought 62 Digital Realty Trust shares in Q1 2026, an estimated $10.6K.
Digital Realty Trust made up 0.16% of Axis Wealth Partners's portfolio in Q1 2026, its #137 holding.
Axis Wealth Partners first reported a position in Digital Realty Trust in Q4 2024 and has held it in 6 quarters since.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.