JWM
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Jessup Wealth Management’s Digital Realty Trust DLR Stock Holding History

Jessup 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 		– Sell
-2
Closed -$347 – 160
2025
Q4 		$347 Buy
+2
New +$328 ﹤0.01% 365

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Cohen & Steers
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VCM
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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

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

Jessup Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 2 shares — an estimated $347 sold.

Jessup Wealth Management first reported a position in DLR in Q4 2025 and held it in 1 quarter. The position peaked at $347 in Q4 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Jessup Wealth Management reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 2 Digital Realty Trust shares in Q1 2026, an estimated $347.
  • Jessup Wealth Management first reported a position in Digital Realty Trust in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Digital Realty Trust position peaked at $347 in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

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