BCWM
DLR icon

Bartlett & Co Wealth Management’s Digital Realty Trust DLR Stock Holding History

Bartlett & Co 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
Q1 		$147K Buy
739
+5
+0.7% +$855 ﹤0.01% 505
2025
Q4 		$114K Sell
734
-38
-5% -$6.24K ﹤0.01% 538
2025
Q3 		$133K Buy
772
+38
+5% +$6.5K ﹤0.01% 505
2025
Q2 		$128K Buy
734
+2
+0.3% +$327 ﹤0.01% 500
2025
Q1 		$105K Sell
732
-192
-21% -$31.2K ﹤0.01% 537
2024
Q4 		$165K Hold
924
– – ﹤0.01% 473
2024
Q3 		$150K Hold
924
– – ﹤0.01% 488
2024
Q2 		$140K Sell
924
-200
-18% -$28.7K ﹤0.01% 486
2024
Q1 		$162K Buy
1,124
+200
+22% +$28.3K ﹤0.01% 483
2023
Q4 		$127K Sell
924
-28
-3% -$3.62K ﹤0.01% 543
2023
Q3 		$115K Buy
952
+759
+393% +$93.2K ﹤0.01% 519
2023
Q2 		$22K Hold
193
– – ﹤0.01% 810
2023
Q1 		$19K Sell
193
-14
-7% -$1.48K ﹤0.01% 724
2022
Q4 		$21K Hold
207
– – ﹤0.01% 714
2022
Q3 		$20.5K Hold
207
– – ﹤0.01% 699
2022
Q2 		$26.9K Buy
207
+14
+7% +$1.93K ﹤0.01% 680
2022
Q1 		$27.4K Buy
+193
New +$27.9K ﹤0.01% 683
2021
Q4 		– Sell
-193
Closed -$27.9K – 515
2021
Q3 		$27.9K Sell
193
-4
-2% -$627 ﹤0.01% 593
2021
Q2 		$29.6K Hold
197
– – ﹤0.01% 587
2021
Q1 		$27.7K Sell
197
-54
-22% -$7.46K ﹤0.01% 629
2020
Q4 		$35.3K Buy
251
+4
+2% +$572 ﹤0.01% 589
2020
Q3 		$36.3K Hold
247
– – ﹤0.01% 534
2020
Q2 		$35.1K Sell
247
-18
-7% -$2.55K ﹤0.01% 545
2020
Q1 		$36.8K Buy
265
+18
+7% +$2.29K ﹤0.01% 515
2019
Q4 		$29.8K Hold
247
– – ﹤0.01% 606
2019
Q3 		$32.1K Buy
+247
New +$30.1K ﹤0.01% 596

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bartlett & Co Wealth Management's DLR Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Digital Realty Trust (DLR) stake by 0.68% in Q1 2026, buying an estimated $855 and bringing the position to 739 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Bartlett & Co Wealth Management first reported a position in DLR in Q3 2019 and has held it in 26 quarters since. The position peaked at $165K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Bartlett & Co Wealth Management held 739 shares of Digital Realty Trust worth $147K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 5 Digital Realty Trust shares in Q1 2026, an estimated $855.
  • Digital Realty Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #505 holding.
  • Bartlett & Co Wealth Management first reported a position in Digital Realty Trust in Q3 2019 and has held it in 26 quarters since.
  • Bartlett & Co Wealth Management's Digital Realty Trust position peaked at $165K in Q4 2024.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.