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BSW Wealth Partners’s Digital Realty Trust DLR Stock Holding History

BSW Wealth Partners’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 		$507K Buy
2,823
+335
+13% +$64.2K 0.06% 184
2026
Q1 		$448K Buy
2,488
+377
+18% +$64.4K 0.05% 192
2025
Q4 		$327K Buy
2,111
+411
+24% +$67.5K 0.04% 231
2025
Q3 		$294K Buy
1,700
+288
+20% +$49.2K 0.04% 254
2025
Q2 		$246K Sell
1,412
-29
-2% -$4.74K 0.03% 276
2025
Q1 		$206K Buy
1,441
+48
+3% +$7.81K 0.03% 291
2024
Q4 		$247K Buy
1,393
+112
+9% +$19.9K 0.04% 266
2024
Q3 		$207K Sell
1,281
-211
-14% -$32.4K 0.03% 287
2024
Q2 		$227K Buy
1,492
+67
+5% +$9.62K 0.04% 262
2024
Q1 		$205K Buy
+1,425
New +$201K 0.03% 277
2023
Q3 		– Sell
-2,754
Closed -$314K – 255
2023
Q2 		$314K Buy
2,754
+132
+5% +$13.1K 0.07% 179
2023
Q1 		$258K Buy
2,622
+487
+23% +$51.3K 0.05% 245
2022
Q4 		$214K Buy
+2,135
New +$218K 0.05% 267
2019
Q4 		– Sell
-712
Closed -$92K – 137
2019
Q3 		$92K Buy
712
+26
+4% +$3.16K 0.04% 112
2019
Q2 		$81K Buy
+686
New +$81.7K 0.03% 112

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BSW Wealth Partners's DLR Position: Q2 2026 in Review

BSW Wealth Partners increased its Digital Realty Trust (DLR) stake by 13% in Q2 2026, buying an estimated $64.2K and bringing the position to 2,823 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #184.

BSW Wealth Partners first reported a position in DLR in Q2 2019 and has held it in 15 quarters since. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • BSW Wealth Partners held 2,823 shares of Digital Realty Trust worth $507K as of Q2 2026.
  • BSW Wealth Partners bought 335 Digital Realty Trust shares in Q2 2026, an estimated $64.2K.
  • Digital Realty Trust made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #184 holding.
  • BSW Wealth Partners first reported a position in Digital Realty Trust in Q2 2019 and has held it in 15 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.