Jamison Private Wealth Management’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.13M Buy
34,144
+760
+2% +$146K 0.62% 50
2026
Q1
$6.02M Buy
33,384
+765
+2% +$131K 0.73% 43
2025
Q4
$5.05M Buy
32,619
+390
+1% +$64K 0.61% 50
2025
Q3
$5.57M Buy
32,229
+1,463
+5% +$250K 0.71% 47
2025
Q2
$5.36M Buy
30,766
+514
+2% +$84.1K 0.77% 44
2025
Q1
$4.33M Buy
30,252
+879
+3% +$143K 0.66% 45
2024
Q4
$5.21M Buy
29,373
+765
+3% +$136K 0.77% 43
2024
Q3
$4.63M Buy
28,608
+1,841
+7% +$282K 0.7% 46
2024
Q2
$4.07M Buy
26,767
+419
+2% +$60.2K 0.68% 46
2024
Q1
$3.8M Buy
26,348
+702
+3% +$99.2K 0.64% 49
2023
Q4
$3.45M Sell
25,646
-299
-1% -$38.6K 0.65% 48
2023
Q3
$3.14M Buy
+25,945
New +$3.19M 0.65% 51

Other funds holding DLR

Jamison Private Wealth Management's DLR Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Digital Realty Trust (DLR) stake by 2.3% in Q2 2026, buying an estimated $146K and bringing the position to 34,144 shares worth $6.13M. The position accounts for 0.62% of the portfolio, ranked #50.

Jamison Private Wealth Management first reported a position in DLR in Q3 2023 and has held it in 12 quarters since. 1,308 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Jamison Private Wealth Management held 34,144 shares of Digital Realty Trust worth $6.13M as of Q2 2026.
  • Jamison Private Wealth Management bought 760 Digital Realty Trust shares in Q2 2026, an estimated $146K.
  • Digital Realty Trust made up 0.62% of Jamison Private Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Jamison Private Wealth Management first reported a position in Digital Realty Trust in Q3 2023 and has held it in 12 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.