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Cassaday & Co Wealth Management’s Digital Realty Trust DLR Stock Holding History

Cassaday & Co Wealth Management’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 		$105K Hold
583
– – ﹤0.01% 472
2026
Q1 		$105K Buy
+583
New +$99.6K ﹤0.01% 455

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

Cassaday & Co Wealth Management's DLR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Digital Realty Trust (DLR) position steady in Q2 2026 at 583 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Cassaday & Co Wealth Management first reported a position in DLR in Q1 2026 and has held it in 2 quarters since. The position peaked at $105K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Cassaday & Co Wealth Management held 583 shares of Digital Realty Trust worth $105K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #472 holding.
  • Cassaday & Co Wealth Management first reported a position in Digital Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Digital Realty Trust position peaked at $105K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.