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Dogwood Wealth Management’s Digital Realty Trust DLR Stock Holding History

Dogwood Wealth Management’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 		$24.7K Buy
138
+19
+16% +$3.64K 0.01% 228
2026
Q1 		$21.5K Buy
119
+94
+376% +$16.1K 0.01% 232
2025
Q4 		$3.87K Buy
25
+6
+32% +$985 ﹤0.01% 468
2025
Q3 		$3.29K Sell
19
-39
-67% -$6.67K ﹤0.01% 461
2025
Q2 		$9.91K Buy
58
+56
+2,800% +$9.16K ﹤0.01% 281
2025
Q1 		$287 Buy
+2
New +$325 ﹤0.01% 501
2024
Q3 		– Hold
0
– – – 318
2024
Q2 		– Hold
0
– – – 353
2024
Q1 		– Hold
0
– – – 384
2023
Q4 		– Hold
0
– – – 361

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

Dogwood Wealth Management's DLR Position: Q2 2026 in Review

Dogwood Wealth Management increased its Digital Realty Trust (DLR) stake by 16% in Q2 2026, buying an estimated $3.64K and bringing the position to 138 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #228.

Dogwood Wealth Management first reported a position in DLR in Q1 2025 and has held it in 6 quarters since. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Dogwood Wealth Management held 138 shares of Digital Realty Trust worth $24.7K as of Q2 2026.
  • Dogwood Wealth Management bought 19 Digital Realty Trust shares in Q2 2026, an estimated $3.64K.
  • Digital Realty Trust made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Dogwood Wealth Management first reported a position in Digital Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.