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Gen-Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Gen-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 		$65.4K Hold
364
– – 0.02% 374
2026
Q1 		$65.6K Buy
364
+29
+9% +$4.96K 0.02% 371
2025
Q4 		$51.8K Hold
335
– – 0.02% 384
2025
Q3 		$57.9K Hold
335
– – 0.02% 373
2025
Q2 		$58.4K Hold
335
– – 0.02% 326
2025
Q1 		$48K Hold
335
– – 0.02% 340
2024
Q4 		$59.4K Hold
335
– – 0.03% 354
2024
Q3 		$61K Hold
335
– – 0.03% 364
2024
Q2 		$50.9K Buy
335
+70
+26% +$10.1K 0.02% 369
2024
Q1 		$38.2K Buy
+265
New +$37.5K 0.02% 391

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Gen-Wealth Partners's DLR Position: Q2 2026 in Review

Gen-Wealth Partners held its Digital Realty Trust (DLR) position steady in Q2 2026 at 364 shares worth $65.4K. The position accounts for 0.02% of the portfolio, ranked #374.

Gen-Wealth Partners first reported a position in DLR in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.6K in Q1 2026. 772 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Gen-Wealth Partners held 364 shares of Digital Realty Trust worth $65.4K as of Q2 2026.
  • Gen-Wealth Partners left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #374 holding.
  • Gen-Wealth Partners first reported a position in Digital Realty Trust in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Digital Realty Trust position peaked at $65.6K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.