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Crestwood Advisors Group’s Digital Realty Trust DLR Stock Holding History

Crestwood Advisors Group’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 		$2.51M Buy
13,956
+211
+2% +$40.4K 0.04% 218
2026
Q1 		$2.48M Buy
13,745
+314
+2% +$53.7K 0.04% 208
2025
Q4 		$2.08M Sell
13,431
-65
-0.5% -$10.7K 0.03% 214
2025
Q3 		$2.33M Buy
13,496
+283
+2% +$48.4K 0.04% 199
2025
Q2 		$2.3M Buy
13,213
+566
+4% +$92.6K 0.04% 193
2025
Q1 		$1.81M Buy
12,647
+427
+3% +$69.5K 0.03% 211
2024
Q4 		$2.17M Buy
12,220
+261
+2% +$46.3K 0.04% 182
2024
Q3 		$1.94M Sell
11,959
-36
-0.3% -$5.52K 0.04% 186
2024
Q2 		$1.82M Buy
11,995
+202
+2% +$29K 0.04% 180
2024
Q1 		$1.7M Sell
11,793
-299
-2% -$42.3K 0.04% 185
2023
Q4 		$1.63M Sell
12,092
-747
-6% -$96.5K 0.04% 175
2023
Q3 		$1.55M Buy
+12,839
New +$1.58M 0.04% 169
2018
Q3 		– Sell
-2,162
Closed -$263K – 177
2018
Q2 		$263K Hold
2,162
– – 0.02% 143
2018
Q1 		$228K Sell
2,162
-2,550
-54% -$269K 0.02% 153
2017
Q4 		$537K Buy
+4,712
New +$555K 0.04% 105

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

Crestwood Advisors Group's DLR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Digital Realty Trust (DLR) stake by 1.5% in Q2 2026, buying an estimated $40.4K and bringing the position to 13,956 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #218.

Crestwood Advisors Group first reported a position in DLR in Q4 2017 and has held it in 15 quarters since. 1,304 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Crestwood Advisors Group held 13,956 shares of Digital Realty Trust worth $2.51M as of Q2 2026.
  • Crestwood Advisors Group bought 211 Digital Realty Trust shares in Q2 2026, an estimated $40.4K.
  • Digital Realty Trust made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #218 holding.
  • Crestwood Advisors Group first reported a position in Digital Realty Trust in Q4 2017 and has held it in 15 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.