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BCS Private Wealth Management’s Digital Realty Trust DLR Stock Holding History

BCS Private 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 		$269K Sell
1,494
-100
-6% -$17.1K 0.08% 159
2025
Q4 		$249K Hold
1,594
– – 0.08% 160
2025
Q3 		$276K Hold
1,594
– – 0.1% 139
2025
Q2 		$278K Buy
+1,594
New +$261K 0.1% 138

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

BCS Private Wealth Management's DLR Position: Q1 2026 in Review

BCS Private Wealth Management reduced its Digital Realty Trust (DLR) stake by 6.3% in Q1 2026, selling an estimated $17.1K and leaving 1,494 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #159.

BCS Private Wealth Management first reported a position in DLR in Q2 2025 and has held it in 4 quarters since. The position peaked at $278K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • BCS Private Wealth Management held 1,494 shares of Digital Realty Trust worth $269K as of Q1 2026.
  • BCS Private Wealth Management sold 100 Digital Realty Trust shares in Q1 2026, an estimated $17.1K.
  • Digital Realty Trust made up 0.08% of BCS Private Wealth Management's portfolio in Q1 2026, its #159 holding.
  • BCS Private Wealth Management first reported a position in Digital Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's Digital Realty Trust position peaked at $278K in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.