Gentry Private Wealth
DLR icon

Gentry Private Wealth’s Digital Realty Trust DLR Stock Holding History

Gentry Private Wealth’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 		$385K Buy
2,196
+127
+6% +$23.6K 0.2% 61
2026
Q2 		$372K Sell
2,069
-19
-0.9% -$3.64K 0.19% 71
2026
Q1 		$376K Sell
2,088
-39
-2% -$6.67K 0.23% 64
2025
Q4 		$329K Sell
2,127
-353
-14% -$58K 0.21% 75
2025
Q3 		$429K Buy
+2,480
New +$424K 0.3% 65

Other funds holding DLR

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
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Gentry Private Wealth's DLR Position: Q3 2026 in Review

Gentry Private Wealth increased its Digital Realty Trust (DLR) stake by 6.1% in Q3 2026, buying an estimated $23.6K and bringing the position to 2,196 shares worth $385K. The position accounts for 0.2% of the portfolio, ranked #61.

Gentry Private Wealth first reported a position in DLR in Q3 2025 and has held it in 5 quarters since. The position peaked at $429K in Q3 2025. 951 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Gentry Private Wealth held 2,196 shares of Digital Realty Trust worth $385K as of Q3 2026.
  • Gentry Private Wealth bought 127 Digital Realty Trust shares in Q3 2026, an estimated $23.6K.
  • Digital Realty Trust made up 0.2% of Gentry Private Wealth's portfolio in Q3 2026, its #61 holding.
  • Gentry Private Wealth first reported a position in Digital Realty Trust in Q3 2025 and has held it in 5 quarters since.
  • Gentry Private Wealth's Digital Realty Trust position peaked at $429K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.