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

IMG 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
Q1 		$8.11K Sell
45
-9
-17% -$1.54K 0.01% 325
2025
Q4 		$8.35K Buy
54
+25
+86% +$4.11K 0.01% 341
2025
Q3 		$5.01K Hold
29
– – ﹤0.01% 354
2025
Q2 		$5.06K Buy
+29
New +$4.74K ﹤0.01% 344

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMG Wealth Management's DLR Position: Q1 2026 in Review

IMG Wealth Management reduced its Digital Realty Trust (DLR) stake by 17% in Q1 2026, selling an estimated $1.54K and leaving 45 shares worth $8.11K. The position accounts for 0.01% of the portfolio, ranked #325.

IMG Wealth Management first reported a position in DLR in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.35K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • IMG Wealth Management held 45 shares of Digital Realty Trust worth $8.11K as of Q1 2026.
  • IMG Wealth Management sold 9 Digital Realty Trust shares in Q1 2026, an estimated $1.54K.
  • Digital Realty Trust made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #325 holding.
  • IMG Wealth Management first reported a position in Digital Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Digital Realty Trust position peaked at $8.35K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.