Congress Wealth Management’s Digital Realty Trust DLR Stock Holding History

Congress 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
2025 Q2	$443K	Buy	+2,542	New	+$416K	﹤0.01%	959

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's DLR Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Digital Realty Trust (DLR) in Q2 2025: 2,542 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings.

1,230 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

Congress Wealth Management held 2,542 shares of Digital Realty Trust worth $443K as of Q2 2025.
Digital Realty Trust was a new Congress Wealth Management position in Q2 2025.
Digital Realty Trust made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #959 holding.
1,230 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.