Golden State Wealth Management’s Digital Realty Trust DLR Stock Holding History

Golden State Wealth 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	$39K	Hold	217	–	–	﹤0.01%	784
2026 Q1	$39.1K	Sell	217 -153	-41%	-$26.2K	﹤0.01%	745
2025 Q4	$57.3K	Buy	370 +22	+6%	+$3.61K	0.01%	657
2025 Q3	$60.2K	Hold	348	–	–	0.01%	625
2025 Q2	$60.7K	Buy	348 +1	+0.3%	+$164	0.01%	604
2025 Q1	$49.8K	Hold	347	–	–	0.01%	597
2024 Q4	$61.6K	Buy	+347	New	+$61.6K	0.01%	542
2020 Q2	–	Sell	-1,195	Closed	-$166K	–	351
2020 Q1	$166K	Buy	+1,195	New	+$152K	0.07%	178
2019 Q4	–	Sell	-3,035	Closed	-$394K	–	253
2019 Q3	$394K	Sell	3,035 -969	-24%	-$118K	0.13%	125
2019 Q2	$471K	Buy	4,004 +742	+23%	+$88.4K	0.15%	121
2019 Q1	$388K	Buy	+3,262	New	+$364K	0.13%	142

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Golden State Wealth Management's DLR Position: Q2 2026 in Review

Golden State Wealth Management held its Digital Realty Trust (DLR) position steady in Q2 2026 at 217 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Golden State Wealth Management first reported a position in DLR in Q1 2019 and has held it in 11 quarters since. The position peaked at $471K in Q2 2019. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Golden State Wealth Management held 217 shares of Digital Realty Trust worth $39K as of Q2 2026.
Golden State Wealth Management left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #784 holding.
Golden State Wealth Management first reported a position in Digital Realty Trust in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Digital Realty Trust position peaked at $471K in Q2 2019.
1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.