Cyndeo Wealth Partners
DLR icon

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
Q3 		$919K Sell
5,236
-11
-0.2% -$2.04K 0.04% 279
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cyndeo Wealth Partners's DLR Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Digital Realty Trust (DLR) stake by 0.21% in Q3 2026, selling an estimated $2.04K and leaving 5,236 shares worth $919K. The position accounts for 0.04% of the portfolio, ranked #279.

Cyndeo Wealth Partners first reported a position in DLR in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.37M in Q4 2024. 1,081 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Cyndeo Wealth Partners held 5,236 shares of Digital Realty Trust worth $919K as of Q3 2026.
  • Cyndeo Wealth Partners sold 11 Digital Realty Trust shares in Q3 2026, an estimated $2.04K.
  • Digital Realty Trust made up 0.04% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #279 holding.
  • Cyndeo Wealth Partners first reported a position in Digital Realty Trust in Q2 2023 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Digital Realty Trust position peaked at $8.37M in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.