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

Cyndeo 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	$942K	Sell	5,247 -98	-2%	-$18.8K	0.04%	267
2026 Q1	$963K	Buy	5,345 +139	+3%	+$23.8K	0.05%	241
2025 Q4	$805K	Sell	5,206 -223	-4%	-$36.6K	0.04%	263
2025 Q3	$939K	Sell	5,429 -24	-0.4%	-$4.1K	0.05%	242
2025 Q2	$951K	Buy	5,453 +100	+2%	+$16.4K	0.06%	233
2025 Q1	$767K	Sell	5,353 -41,846	-89%	-$6.81M	0.05%	247
2024 Q4	$8.37M	Buy	47,199 +760	+2%	+$135K	0.57%	54
2024 Q3	$7.52M	Buy	46,439 +4,824	+12%	+$740K	0.52%	56
2024 Q2	$6.33M	Buy	41,615 +4,509	+12%	+$647K	0.5%	58
2024 Q1	$5.34M	Sell	37,106 -3,395	-8%	-$480K	0.44%	72
2023 Q4	$5.45M	Buy	40,501 +2,659	+7%	+$343K	0.5%	56
2023 Q3	$4.58M	Buy	37,842 +2,069	+6%	+$254K	0.48%	63
2023 Q2	$4.07M	Buy	+35,773	New	+$3.54M	0.43%	73

Other funds holding DLR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 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

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

Cyndeo Wealth Partners reduced its Digital Realty Trust (DLR) stake by 1.8% in Q2 2026, selling an estimated $18.8K and leaving 5,247 shares worth $942K. The position accounts for 0.04% of the portfolio, ranked #267.

Cyndeo Wealth Partners first reported a position in DLR in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.37M in Q4 2024. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Cyndeo Wealth Partners held 5,247 shares of Digital Realty Trust worth $942K as of Q2 2026.
Cyndeo Wealth Partners sold 98 Digital Realty Trust shares in Q2 2026, an estimated $18.8K.
Digital Realty Trust made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #267 holding.
Cyndeo Wealth Partners first reported a position in Digital Realty Trust in Q2 2023 and has held it in 13 quarters since.
Cyndeo Wealth Partners's Digital Realty Trust position peaked at $8.37M in Q4 2024.
1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.