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

Elmwood 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	$577K	Buy	3,211 +8	+0.2%	+$1.53K	0.14%	118
2026 Q1	$577K	Buy	3,203 +40	+1%	+$6.84K	0.16%	112
2025 Q4	$489K	Buy	3,163 +120	+4%	+$19.7K	0.15%	115
2025 Q3	$526K	Sell	3,043 -10	-0.3%	-$1.71K	0.19%	99
2025 Q2	$532K	Sell	3,053 -7	-0.2%	-$1.15K	0.21%	94
2025 Q1	$438K	Buy	3,060 +463	+18%	+$75.3K	0.18%	102
2024 Q4	$461K	Buy	2,597 +15	+0.6%	+$2.66K	0.19%	98
2024 Q3	$418K	Buy	2,582 +470	+22%	+$72.1K	0.17%	102
2024 Q2	$321K	Buy	+2,112	New	+$303K	0.14%	102

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

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

Elmwood Wealth Management increased its Digital Realty Trust (DLR) stake by 0.25% in Q2 2026, buying an estimated $1.53K and bringing the position to 3,211 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #118.

Elmwood Wealth Management first reported a position in DLR in Q2 2024 and has held it in 9 quarters since. The position peaked at $577K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Elmwood Wealth Management held 3,211 shares of Digital Realty Trust worth $577K as of Q2 2026.
Elmwood Wealth Management bought 8 Digital Realty Trust shares in Q2 2026, an estimated $1.53K.
Digital Realty Trust made up 0.14% of Elmwood Wealth Management's portfolio in Q2 2026, its #118 holding.
Elmwood Wealth Management first reported a position in Digital Realty Trust in Q2 2024 and has held it in 9 quarters since.
Elmwood Wealth Management's Digital Realty Trust position peaked at $577K in Q1 2026.
1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.