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

Core 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	$227K	Hold	1,265	–	–	0.1%	168
2026 Q1	$228K	Buy	+1,265	New	+$216K	0.11%	153
2025 Q4	–	Sell	-1,586	Closed	-$274K	–	185
2025 Q3	$274K	Buy	1,586 +13	+0.8%	+$2.22K	0.13%	133
2025 Q2	$274K	Sell	1,573 -54	-3%	-$8.83K	0.14%	130
2025 Q1	$233K	Buy	1,627 +1	+0.1%	+$163	0.14%	147
2024 Q4	$288K	Buy	1,626 +30	+2%	+$5.32K	0.17%	126
2024 Q3	$258K	Buy	1,596 +49	+3%	+$7.51K	0.16%	133
2024 Q2	$235K	Hold	1,547	–	–	0.16%	127
2024 Q1	$223K	Sell	1,547 -90	-5%	-$12.7K	0.17%	123
2023 Q4	$220K	Buy	+1,637	New	+$211K	0.18%	104

Other funds holding DLR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

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

Core Wealth Partners held its Digital Realty Trust (DLR) position steady in Q2 2026 at 1,265 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #168.

Core Wealth Partners first reported a position in DLR in Q4 2023 and has held it in 10 quarters since. The position peaked at $288K in Q4 2024. 330 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Core Wealth Partners held 1,265 shares of Digital Realty Trust worth $227K as of Q2 2026.
Core Wealth Partners left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #168 holding.
Core Wealth Partners first reported a position in Digital Realty Trust in Q4 2023 and has held it in 10 quarters since.
Core Wealth Partners's Digital Realty Trust position peaked at $288K in Q4 2024.
330 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.