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HB Wealth Management’s Digital Realty Trust DLR Stock Holding History

HB 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 		$2.38M Buy
13,240
+454
+4% +$86.9K 0.01% 430
2026
Q1 		$2.3M Buy
12,786
+2,638
+26% +$451K 0.01% 402
2025
Q4 		$1.57M Sell
10,148
-978
-9% -$161K 0.01% 475
2025
Q3 		$1.92M Buy
11,126
+524
+5% +$89.6K 0.01% 417
2025
Q2 		$1.85M Buy
10,602
+804
+8% +$131K 0.01% 399
2025
Q1 		$1.4M Buy
9,798
+1,548
+19% +$252K 0.01% 460
2024
Q4 		$1.46M Buy
8,250
+1,469
+22% +$261K 0.01% 349
2024
Q3 		$1.1M Buy
6,781
+428
+7% +$65.6K 0.01% 375
2024
Q2 		$966K Buy
6,353
+2,993
+89% +$430K 0.01% 372
2024
Q1 		$484K Buy
3,360
+322
+11% +$45.5K 0.01% 512
2023
Q4 		$409K Sell
3,038
-171
-5% -$22.1K 0.01% 512
2023
Q3 		$388K Buy
3,209
+1,010
+46% +$124K 0.01% 503
2023
Q2 		$250K Sell
2,199
-221
-9% -$21.9K ﹤0.01% 598
2023
Q1 		$238K Sell
2,420
-281
-10% -$29.6K ﹤0.01% 617
2022
Q4 		$271K Buy
+2,701
New +$276K ﹤0.01% 545

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

HB Wealth Management's DLR Position: Q2 2026 in Review

HB Wealth Management increased its Digital Realty Trust (DLR) stake by 3.6% in Q2 2026, buying an estimated $86.9K and bringing the position to 13,240 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #430.

HB Wealth Management first reported a position in DLR in Q4 2022 and has held it in 15 quarters since. 1,301 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • HB Wealth Management held 13,240 shares of Digital Realty Trust worth $2.38M as of Q2 2026.
  • HB Wealth Management bought 454 Digital Realty Trust shares in Q2 2026, an estimated $86.9K.
  • Digital Realty Trust made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #430 holding.
  • HB Wealth Management first reported a position in Digital Realty Trust in Q4 2022 and has held it in 15 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

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