Carson Wealth (CWM LLC)’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Buy |
10,473
+309
| +3% | +$52.8K | 0.01% | 1228 |
|
|
2025
Q4 | $1.57M | Sell |
10,164
-1,286
| -11% | -$211K | ﹤0.01% | 1260 |
|
|
2025
Q3 | $1.98M | Buy |
11,450
+664
| +6% | +$114K | 0.01% | 1097 |
|
|
2025
Q2 | $1.88M | Sell |
10,786
-460
| -4% | -$75.2K | 0.01% | 976 |
|
|
2025
Q1 | $1.61M | Sell |
11,246
-191
| -2% | -$31.1K | 0.01% | 905 |
|
|
2024
Q4 | $2.03M | Buy |
11,437
+422
| +4% | +$74.9K | 0.01% | 777 |
|
|
2024
Q3 | $1.78M | Sell |
11,015
-172,648
| -94% | -$26.5M | 0.01% | 756 |
|
|
2024
Q2 | $27.9M | Sell |
183,663
-10,033
| -5% | -$1.44M | 0.13% | 144 |
|
|
2024
Q1 | $27.9M | Sell |
193,696
-14,987
| -7% | -$2.12M | 0.14% | 152 |
|
|
2023
Q4 | $28.1M | Sell |
208,683
-26,260
| -11% | -$3.39M | 0.15% | 136 |
|
|
2023
Q3 | $28.4M | Sell |
234,943
-26,185
| -10% | -$3.22M | 0.17% | 117 |
|
|
2023
Q2 | $29.7M | Sell |
261,128
-14,281
| -5% | -$1.41M | 0.18% | 111 |
|
|
2023
Q1 | $27.1M | Buy |
275,409
+11,631
| +4% | +$1.23M | 0.18% | 116 |
|
|
2022
Q4 | $26.4M | Buy |
263,778
+35,032
| +15% | +$3.58M | 0.19% | 112 |
|
|
2022
Q3 | $22.7M | Buy |
228,746
+14,679
| +7% | +$1.8M | 0.18% | 113 |
|
|
2022
Q2 | $27.8M | Buy |
214,067
+14,415
| +7% | +$1.99M | 0.22% | 96 |
|
|
2022
Q1 | $28.3M | Buy |
199,652
+196,967
| +7,336% | +$28.5M | 0.2% | 95 |
|
|
2021
Q4 | $475K | Buy |
+2,685
| New | +$430K | ﹤0.01% | 745 |
|
|
2021
Q2 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2021
Q1 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2020
Q4 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2020
Q3 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2020
Q2 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2020
Q1 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q3 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q2 | $113K | Hold |
754
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q1 | $113K | Buy |
754
+265
| +54% | +$29.6K | ﹤0.01% | 1092 |
|
|
2018
Q4 | $52K | Buy |
489
+301
| +160% | +$33.3K | ﹤0.01% | 873 |
|
|
2018
Q3 | $21K | Hold |
188
| – | – | ﹤0.01% | 937 |
|
|
2018
Q2 | $21K | Hold |
188
| – | – | ﹤0.01% | 824 |
|
|
2018
Q1 | $20K | Sell |
188
-145
| -44% | -$15.3K | ﹤0.01% | 709 |
|
|
2017
Q4 | $38K | Buy |
333
+95
| +40% | +$11.2K | ﹤0.01% | 575 |
|
|
2017
Q3 | $28K | Buy |
+238
| New | +$27.5K | ﹤0.01% | 638 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$2K | – | 697 |
|
|
2015
Q3 | $2K | Buy |
+31
| New | +$2.02K | ﹤0.01% | 573 |
|
Other funds holding DLR
VPM
VCM
AAMU
Carson Wealth (CWM LLC)'s DLR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Digital Realty Trust (DLR) stake by 3% in Q1 2026, buying an estimated $52.8K and bringing the position to 10,473 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1228.
Carson Wealth (CWM LLC) first reported a position in DLR in Q3 2015 and has held it in 35 quarters since. The position peaked at $29.7M in Q2 2023. 1,249 funds tracked by Wall St. Rank hold DLR as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,473 shares of Digital Realty Trust worth $1.89M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 309 Digital Realty Trust shares in Q1 2026, an estimated $52.8K.
- Digital Realty Trust made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1228 holding.
- Carson Wealth (CWM LLC) first reported a position in Digital Realty Trust in Q3 2015 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Digital Realty Trust position peaked at $29.7M in Q2 2023.
- 1,249 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.