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

Concord 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 		$12.2K Buy
+68
New +$13K ﹤0.01% 547
2026
Q1 		– Sell
-68
Closed -$10.5K – 340
2025
Q4 		$10.5K Hold
68
– – ﹤0.01% 528
2025
Q3 		$11.8K Hold
68
– – ﹤0.01% 516
2025
Q2 		$11.9K Sell
68
-70
-51% -$11.4K ﹤0.01% 521
2025
Q1 		$19.8K Hold
138
– – ﹤0.01% 434
2024
Q4 		$24.5K Hold
138
– – ﹤0.01% 427
2024
Q3 		$22.3K Sell
138
-10
-7% -$1.53K ﹤0.01% 456
2024
Q2 		$22.5K Buy
148
+10
+7% +$1.44K ﹤0.01% 409
2024
Q1 		$19.9K Hold
138
– – ﹤0.01% 488
2023
Q4 		$18.6K Hold
138
– – ﹤0.01% 489
2023
Q3 		$16.7K Sell
138
-6
-4% -$737 ﹤0.01% 535
2023
Q2 		$16.4K Hold
144
– – ﹤0.01% 533
2023
Q1 		$14.2K Sell
144
-111
-44% -$11.7K ﹤0.01% 544
2022
Q4 		$25.6K Buy
+255
New +$26K 0.01% 486
2022
Q3 		– Sell
-311
Closed -$40K – 396
2022
Q2 		$40K Sell
311
-801
-72% -$111K 0.01% 411
2022
Q1 		$158K Sell
1,112
-55
-5% -$7.95K 0.04% 221
2021
Q4 		$206K Buy
1,167
+710
+155% +$114K 0.05% 181
2021
Q3 		$66K Sell
457
-428
-48% -$67.1K 0.03% 178
2021
Q2 		$133K Buy
885
+138
+18% +$20.9K 0.04% 189
2021
Q1 		$105K Buy
747
+733
+5,236% +$101K 0.04% 213
2020
Q4 		$2K Buy
+14
New +$2K ﹤0.01% 524

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Digital Realty Trust (DLR) in Q2 2026: 68 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DLR as recently as Q4 2025.

Concord Wealth Partners first reported a position in DLR in Q4 2020 and has held it in 21 quarters since. The position peaked at $206K in Q4 2021. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Concord Wealth Partners held 68 shares of Digital Realty Trust worth $12.2K as of Q2 2026.
  • Digital Realty Trust was a new Concord Wealth Partners position in Q2 2026.
  • Digital Realty Trust made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #547 holding.
  • Concord Wealth Partners first reported a position in Digital Realty Trust in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Digital Realty Trust position peaked at $206K in Q4 2021.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.