Corient Private Wealth’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.6M Sell
59,135
-65,658
-53% -$11.2M 0.02% 603
2025
Q4
$18.4M Buy
124,793
+67,348
+117% +$11.1M 0.01% 584
2025
Q3
$9.93M Sell
57,445
-3,276
-5% -$560K 0.02% 522
2025
Q2
$10.6M Sell
60,721
-6,165
-9% -$1.01M 0.01% 518
2025
Q1
$9.59M Sell
66,886
-2,698
-4% -$439K 0.02% 532
2024
Q4
$12.3M Buy
69,584
+8,568
+14% +$1.52M 0.02% 467
2024
Q3
$9.87M Sell
61,016
-6,547
-10% -$1M 0.02% 567
2024
Q2
$10.3M Buy
67,563
+19
+0% +$2.73K 0.02% 522
2024
Q1
$9.73M Sell
67,544
-1,829
-3% -$258K 0.02% 530
2023
Q4
$9.34M Buy
69,373
+3,097
+5% +$400K 0.02% 537
2023
Q3
$8.02M Sell
66,276
-3,066
-4% -$377K 0.02% 525
2023
Q2
$7.89M Buy
69,342
+883
+1% +$87.4K 0.02% 516
2023
Q1
$6.71M Buy
68,459
+15,360
+29% +$1.62M 0.02% 513
2022
Q4
$5.33M Buy
+53,099
New +$5.42M 0.02% 485

Other funds holding DLR

Corient Private Wealth's DLR Position: Q1 2026 in Review

Corient Private Wealth reduced its Digital Realty Trust (DLR) stake by 53% in Q1 2026, selling an estimated $11.2M and leaving 59,135 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #603.

Corient Private Wealth first reported a position in DLR in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.4M in Q4 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Corient Private Wealth held 59,135 shares of Digital Realty Trust worth $10.6M as of Q1 2026.
  • Corient Private Wealth sold 65,658 Digital Realty Trust shares in Q1 2026, an estimated $11.2M.
  • Digital Realty Trust made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #603 holding.
  • Corient Private Wealth first reported a position in Digital Realty Trust in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Digital Realty Trust position peaked at $18.4M in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.