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

Copia 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 		$75.6K Buy
421
+7
+2% +$1.34K 0.05% 171
2026
Q1 		$74.6K Hold
414
– – 0.05% 159
2025
Q4 		$64K Hold
414
– – 0.05% 182
2025
Q3 		$71.6K Buy
414
+41
+11% +$7.01K 0.05% 160
2025
Q2 		$65K Buy
373
+27
+8% +$4.42K 0.05% 147
2025
Q1 		$49.6K Hold
346
– – 0.05% 158
2024
Q4 		$61.4K Buy
+346
New +$61.4K 0.06% 134

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

Copia Wealth Management's DLR Position: Q2 2026 in Review

Copia Wealth Management increased its Digital Realty Trust (DLR) stake by 1.7% in Q2 2026, buying an estimated $1.34K and bringing the position to 421 shares worth $75.6K. The position accounts for 0.05% of the portfolio, ranked #171.

Copia Wealth Management first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Copia Wealth Management held 421 shares of Digital Realty Trust worth $75.6K as of Q2 2026.
  • Copia Wealth Management bought 7 Digital Realty Trust shares in Q2 2026, an estimated $1.34K.
  • Digital Realty Trust made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Copia Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.