Badgley Phelps Wealth Managers
DLR icon

Badgley Phelps Wealth Managers’s Digital Realty Trust DLR Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$227K Sell
1,293
-7
-0.5% -$1.3K ﹤0.01% 324
2026
Q2 		$233K Sell
1,300
-26
-2% -$4.98K ﹤0.01% 313
2026
Q1 		$239K Sell
1,326
-809
-38% -$138K ﹤0.01% 306
2025
Q4 		$332K Hold
2,135
– – 0.01% 273
2025
Q3 		$369K Sell
2,135
-176
-8% -$30.1K 0.01% 243
2025
Q2 		$403K Buy
2,311
+60
+3% +$9.8K 0.01% 231
2025
Q1 		$323K Sell
2,251
-284
-11% -$46.2K 0.01% 249
2024
Q4 		$452K Buy
2,535
+111
+5% +$19.7K 0.01% 218
2024
Q3 		$392K Buy
+2,424
New +$372K 0.01% 227
2022
Q3 		– Sell
-95,081
Closed -$12.3M – 203
2022
Q2 		$12.3M Sell
95,081
-1,847
-2% -$255K 0.51% 69
2022
Q1 		$13.7M Sell
96,928
-118
-0.1% -$17.1K 0.48% 72
2021
Q4 		$17.2M Buy
97,046
+2,607
+3% +$418K 0.56% 65
2021
Q3 		$13.6M Buy
+94,439
New +$14.8M 0.5% 72

Other funds holding DLR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Badgley Phelps Wealth Managers's DLR Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Digital Realty Trust (DLR) stake by 0.54% in Q3 2026, selling an estimated $1.3K and leaving 1,293 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Badgley Phelps Wealth Managers first reported a position in DLR in Q3 2021 and has held it in 13 quarters since. The position peaked at $17.2M in Q4 2021. 1,081 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Badgley Phelps Wealth Managers held 1,293 shares of Digital Realty Trust worth $227K as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 7 Digital Realty Trust shares in Q3 2026, an estimated $1.3K.
  • Digital Realty Trust made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #324 holding.
  • Badgley Phelps Wealth Managers first reported a position in Digital Realty Trust in Q3 2021 and has held it in 13 quarters since.
  • Badgley Phelps Wealth Managers's Digital Realty Trust position peaked at $17.2M in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.