IMG Wealth Management
DLR icon

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
Q3 		$9.7K Buy
55
+9
+20% +$1.67K 0.01% 336
2026
Q2 		$8.26K Buy
46
+1
+2% +$192 ﹤0.01% 351
2026
Q1 		$8.11K Sell
45
-9
-17% -$1.54K 0.01% 325
2025
Q4 		$8.35K Buy
54
+25
+86% +$4.1K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IMG Wealth Management's DLR Position: Q3 2026 in Review

IMG Wealth Management increased its Digital Realty Trust (DLR) stake by 20% in Q3 2026, buying an estimated $1.67K and bringing the position to 55 shares worth $9.7K. The position accounts for 0.01% of the portfolio, ranked #336.

IMG Wealth Management first reported a position in DLR in Q2 2025 and has held it in 6 quarters since. 665 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • IMG Wealth Management held 55 shares of Digital Realty Trust worth $9.7K as of Q3 2026.
  • IMG Wealth Management bought 9 Digital Realty Trust shares in Q3 2026, an estimated $1.67K.
  • Digital Realty Trust made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #336 holding.
  • IMG Wealth Management first reported a position in Digital Realty Trust in Q2 2025 and has held it in 6 quarters since.
  • 665 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.