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GeoWealth Management’s Digital Realty Trust DLR Stock Holding History

GeoWealth 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 		$3.29M Buy
18,340
+1,361
+8% +$261K 0.1% 126
2026
Q1 		$3.06M Sell
16,979
-1,545
-8% -$264K 0.11% 117
2025
Q4 		$2.87M Buy
18,524
+1,381
+8% +$227K 0.11% 119
2025
Q3 		$2.96M Buy
17,143
+382
+2% +$65.3K 0.11% 124
2025
Q2 		$2.92M Sell
16,761
-498
-3% -$81.4K 0.11% 105
2025
Q1 		$2.47M Sell
17,259
-129
-0.7% -$21K 0.1% 115
2024
Q4 		$3.08M Buy
17,388
+3,579
+26% +$635K 0.1% 136
2024
Q3 		$2.23M Buy
13,809
+1,154
+9% +$177K 0.08% 169
2024
Q2 		$1.92M Buy
12,655
+3,135
+33% +$450K 0.08% 163
2024
Q1 		$1.37M Buy
9,520
+6,725
+241% +$950K 0.05% 236
2023
Q4 		$376K Buy
+2,795
New +$361K 0.03% 379

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

GeoWealth Management's DLR Position: Q2 2026 in Review

GeoWealth Management increased its Digital Realty Trust (DLR) stake by 8% in Q2 2026, buying an estimated $261K and bringing the position to 18,340 shares worth $3.29M. The position accounts for 0.1% of the portfolio, ranked #126.

GeoWealth Management first reported a position in DLR in Q4 2023 and has held it in 11 quarters since. 1,304 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • GeoWealth Management held 18,340 shares of Digital Realty Trust worth $3.29M as of Q2 2026.
  • GeoWealth Management bought 1,361 Digital Realty Trust shares in Q2 2026, an estimated $261K.
  • Digital Realty Trust made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #126 holding.
  • GeoWealth Management first reported a position in Digital Realty Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.