Cascade Investment Group’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Cascade Investment Group’s Portfolio DTCR Stock Details DTCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	47,744 +25,595	+116%	+$756K	0.81%	34
2026 Q1	$531K	Buy	22,149 +7,924	+56%	+$194K	0.35%	71
2025 Q4	$300K	Buy	14,225 +3,575	+34%	+$76.2K	0.2%	108
2025 Q3	$218K	Buy	+10,650	New	+$204K	0.14%	136

Other funds holding DTCR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Investment Group's DTCR Position: Q2 2026 in Review

Cascade Investment Group increased its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 116% in Q2 2026, buying an estimated $756K and bringing the position to 47,744 shares worth $1.45M. The position accounts for 0.81% of the portfolio, ranked #34.

Cascade Investment Group first reported a position in DTCR in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Cascade Investment Group held 47,744 shares of Global X Data Center & Digital Infrastructure ETF worth $1.45M as of Q2 2026.
Cascade Investment Group bought 25,595 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $756K.
Global X Data Center & Digital Infrastructure ETF made up 0.81% of Cascade Investment Group's portfolio in Q2 2026, its #34 holding.
Cascade Investment Group first reported a position in Global X Data Center & Digital Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.