Brandywine Oak Private Wealth
DLR icon

Brandywine Oak Private Wealth’s Digital Realty Trust DLR Stock Holding History

Brandywine Oak Private Wealth’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 		$293K Hold
1,667
– – 0.02% 199
2026
Q2 		$299K Sell
1,667
-86
-5% -$16.5K 0.02% 202
2026
Q1 		$316K Buy
1,753
+47
+3% +$8.03K 0.03% 184
2025
Q4 		$264K Hold
1,706
– – 0.02% 209
2025
Q3 		$295K Hold
1,706
– – 0.03% 197
2025
Q2 		$297K Sell
1,706
-76
-4% -$12.4K 0.03% 189
2025
Q1 		$255K Sell
1,782
-83
-4% -$13.5K 0.03% 197
2024
Q4 		$331K Sell
1,865
-56
-3% -$9.9K 0.03% 179
2024
Q3 		$311K Sell
1,921
-57
-3% -$8.74K 0.03% 193
2024
Q2 		$301K Sell
1,978
-211
-10% -$30.3K 0.03% 191
2024
Q1 		$315K Buy
2,189
+8
+0.4% +$1.13K 0.03% 189
2023
Q4 		$294K Hold
2,181
– – 0.03% 191
2023
Q3 		$264K Sell
2,181
-554
-20% -$68K 0.03% 199
2023
Q2 		$311K Sell
2,735
-4,911
-64% -$486K 0.03% 194
2023
Q1 		$752K Sell
7,646
-1,328
-15% -$140K 0.09% 122
2022
Q4 		$900K Sell
8,974
-2,680
-23% -$274K 0.11% 100
2022
Q3 		$1.16M Sell
11,654
-3,407
-23% -$418K 0.16% 86
2022
Q2 		$1.96M Sell
15,061
-1,129
-7% -$156K 0.25% 66
2022
Q1 		$2.3M Sell
16,190
-982
-6% -$142K 0.26% 68
2021
Q4 		$3.04M Sell
17,172
-150
-0.9% -$24K 0.33% 51
2021
Q3 		$2.5M Buy
17,322
+600
+4% +$94.1K 0.29% 60
2021
Q2 		$2.52M Buy
16,722
+9,872
+144% +$1.49M 0.29% 58
2021
Q1 		$964K Buy
6,850
+23
+0.3% +$3.18K 0.14% 99
2020
Q4 		$952K Hold
6,827
– – 0.15% 93
2020
Q3 		$1M Sell
6,827
-175
-2% -$26.2K 0.17% 83
2020
Q2 		$995K Sell
7,002
-474
-6% -$67.1K 0.18% 83
2020
Q1 		$1.04M Sell
7,476
-554
-7% -$70.4K 0.21% 72
2019
Q4 		$961K Buy
8,030
+116
+1% +$14.3K 0.17% 72
2019
Q3 		$1.03M Buy
7,914
+399
+5% +$48.5K 0.19% 68
2019
Q2 		$885K Sell
7,515
-450
-6% -$53.6K 0.18% 72
2019
Q1 		$947K Buy
7,965
+156
+2% +$17.4K 0.2% 66
2018
Q4 		$832K Buy
+7,809
New +$863K 0.19% 72

Other funds holding DLR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Brandywine Oak Private Wealth's DLR Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Digital Realty Trust (DLR) position steady in Q3 2026 at 1,667 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #199.

Brandywine Oak Private Wealth first reported a position in DLR in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.04M in Q4 2021. 665 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Brandywine Oak Private Wealth held 1,667 shares of Digital Realty Trust worth $293K as of Q3 2026.
  • Brandywine Oak Private Wealth left its Digital Realty Trust share count unchanged in Q3 2026.
  • Digital Realty Trust made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #199 holding.
  • Brandywine Oak Private Wealth first reported a position in Digital Realty Trust in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's Digital Realty Trust position peaked at $3.04M in Q4 2021.
  • 665 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.