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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Digital Realty Trust DLR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-2
Closed -$309 – 534
2025
Q4 		$309 Sell
2
-84
-98% -$13.8K ﹤0.01% 512
2025
Q3 		$14.9K Buy
86
+84
+4,200% +$14.4K ﹤0.01% 376
2025
Q2 		$349 Hold
2
– – ﹤0.01% 480
2025
Q1 		$287 Hold
2
– – ﹤0.01% 460
2024
Q4 		$355 Hold
2
– – ﹤0.01% 454
2024
Q3 		$324 Hold
2
– – ﹤0.01% 359
2024
Q2 		$304 Buy
+2
New +$287 ﹤0.01% 341

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DLR Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 2 shares — an estimated $309 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DLR in Q2 2024 and held it in 7 quarters. The position peaked at $14.9K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2 Digital Realty Trust shares in Q1 2026, an estimated $309.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Digital Realty Trust in Q2 2024 and held it in 7 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Digital Realty Trust position peaked at $14.9K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.