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Global Wealth Management Investment Advisory’s Digital Realty Trust DLR Stock Holding History

Global Wealth Management Investment Advisory’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 		$6.67M Buy
37,146
+739
+2% +$142K 0.95% 32
2026
Q1 		$6.56M Buy
36,407
+1,131
+3% +$193K 1.03% 24
2025
Q4 		$5.46M Buy
35,276
+5,462
+18% +$897K 0.87% 39
2025
Q3 		$5.15M Buy
29,814
+170
+0.6% +$29.1K 0.86% 33
2025
Q2 		$5.17M Sell
29,644
-1,281
-4% -$209K 0.97% 29
2025
Q1 		$4.43M Buy
30,925
+849
+3% +$138K 0.89% 40
2024
Q4 		$5.33M Sell
30,076
-2,405
-7% -$427K 1.1% 25
2024
Q3 		$5.26M Buy
32,481
+822
+3% +$126K 1.13% 24
2024
Q2 		$4.81M Buy
31,659
+1,288
+4% +$185K 1.12% 25
2024
Q1 		$4.37M Sell
30,371
-106
-0.3% -$15K 1.07% 27
2023
Q4 		$4.1M Sell
30,477
-1,829
-6% -$236K 1.05% 24
2023
Q3 		$3.91M Buy
32,306
+461
+1% +$56.6K 1.1% 22
2023
Q2 		$3.63M Buy
31,845
+826
+3% +$81.7K 1% 32
2023
Q1 		$3.05M Buy
31,019
+730
+2% +$77K 0.92% 41
2022
Q4 		$3.04M Buy
30,289
+27,152
+866% +$2.77M 0.99% 39
2022
Q3 		$311K Buy
3,137
+219
+8% +$26.9K 0.11% 117
2022
Q2 		$379K Buy
2,918
+249
+9% +$34.4K 0.13% 109
2022
Q1 		$378K Buy
2,669
+682
+34% +$98.5K 0.11% 111
2021
Q4 		$351K Buy
1,987
+541
+37% +$86.7K 0.11% 115
2021
Q3 		$209K Buy
1,446
+288
+25% +$45.2K 0.07% 133
2021
Q2 		$174K Buy
1,158
+217
+23% +$32.8K 0.06% 137
2021
Q1 		$133K Sell
941
-14
-1% -$1.94K 0.05% 140
2020
Q4 		$133K Buy
955
+70
+8% +$10K 0.05% 126
2020
Q3 		$130K Buy
885
+51
+6% +$7.64K 0.06% 119
2020
Q2 		$119K Buy
834
+47
+6% +$6.65K 0.05% 139
2020
Q1 		$109K Buy
787
+186
+31% +$23.7K 0.06% 130
2019
Q4 		$72K Buy
601
+192
+47% +$23.6K 0.03% 156
2019
Q3 		$53K Hold
409
– – 0.02% 160
2019
Q2 		$48K Hold
409
– – 0.02% 173
2019
Q1 		$49K Hold
409
– – 0.03% 207
2018
Q4 		$44K Buy
+409
New +$45.2K 0.03% 224

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

Global Wealth Management Investment Advisory's DLR Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Digital Realty Trust (DLR) stake by 2% in Q2 2026, buying an estimated $142K and bringing the position to 37,146 shares worth $6.67M. The position accounts for 0.95% of the portfolio, ranked #32.

Global Wealth Management Investment Advisory first reported a position in DLR in Q4 2018 and has held it in 31 quarters since. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Global Wealth Management Investment Advisory held 37,146 shares of Digital Realty Trust worth $6.67M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 739 Digital Realty Trust shares in Q2 2026, an estimated $142K.
  • Digital Realty Trust made up 0.95% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #32 holding.
  • Global Wealth Management Investment Advisory first reported a position in Digital Realty Trust in Q4 2018 and has held it in 31 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.