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Institute for Wealth Management’s Digital Realty Trust DLR Stock Holding History

Institute for 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 		$130K Buy
+724
New +$139K 0.01% 622
2019
Q2 		– Sell
-7,693
Closed -$299K – 474
2019
Q1 		$299K Buy
+7,693
New +$858K 0.07% 335

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Institute for Wealth Management's DLR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Digital Realty Trust (DLR) in Q2 2026: 724 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DLR as recently as Q1 2019.

Institute for Wealth Management first reported a position in DLR in Q1 2019 and has held it in 2 quarters since. The position peaked at $299K in Q1 2019. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Institute for Wealth Management held 724 shares of Digital Realty Trust worth $130K as of Q2 2026.
  • Digital Realty Trust was a new Institute for Wealth Management position in Q2 2026.
  • Digital Realty Trust made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #622 holding.
  • Institute for Wealth Management first reported a position in Digital Realty Trust in Q1 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's Digital Realty Trust position peaked at $299K in Q1 2019.
  • 1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.