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 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%	-$9.94K	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	$2.29M	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%	-$70.5K	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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Brandywine Oak Private Wealth's DLR Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Digital Realty Trust (DLR) stake by 4.9% in Q2 2026, selling an estimated $16.5K and leaving 1,667 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #202.

Brandywine Oak Private Wealth first reported a position in DLR in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.04M in Q4 2021. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Brandywine Oak Private Wealth held 1,667 shares of Digital Realty Trust worth $299K as of Q2 2026.
Brandywine Oak Private Wealth sold 86 Digital Realty Trust shares in Q2 2026, an estimated $16.5K.
Digital Realty Trust made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #202 holding.
Brandywine Oak Private Wealth first reported a position in Digital Realty Trust in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Digital Realty Trust position peaked at $3.04M in Q4 2021.
517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.