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

Axxcess 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
2025
Q4 		– Sell
-1,336
Closed -$231K – 1063
2025
Q3 		$231K Hold
1,336
– – ﹤0.01% 841
2025
Q2 		$233K Buy
+1,336
New +$218K 0.01% 792
2025
Q1 		– Sell
-2,431
Closed -$431K – 865
2024
Q4 		$431K Buy
2,431
+1,177
+94% +$209K 0.01% 581
2024
Q3 		$203K Sell
1,254
-80
-6% -$12.3K 0.01% 840
2024
Q2 		$203K Sell
1,334
-2,586
-66% -$371K 0.01% 798
2024
Q1 		$565K Sell
3,920
-83
-2% -$11.7K 0.02% 509
2023
Q4 		$539K Sell
4,003
-26
-0.6% -$3.36K 0.02% 497
2023
Q3 		$488K Buy
+4,029
New +$495K 0.02% 478
2023
Q2 		– Sell
-3,989
Closed -$392K – 620
2023
Q1 		$392K Buy
3,989
+215
+6% +$22.7K 0.03% 423
2022
Q4 		$378K Buy
+3,774
New +$385K 0.03% 408

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axxcess Wealth Management's DLR Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 1,336 shares — an estimated $231K sold.

Axxcess Wealth Management first reported a position in DLR in Q4 2022 and held it in 10 quarters. The position peaked at $565K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,336 Digital Realty Trust shares in Q4 2025, an estimated $231K.
  • Axxcess Wealth Management first reported a position in Digital Realty Trust in Q4 2022 and held it in 10 quarters.
  • Axxcess Wealth Management's Digital Realty Trust position peaked at $565K in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.