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

JPL 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 		$3.48M Buy
19,304
+2
+0% +$342 0.8% 48
2025
Q4 		$2.99M Sell
19,302
-1,153
-6% -$189K 0.73% 57
2025
Q3 		$3.54M Buy
20,455
+21
+0.1% +$3.59K 0.84% 49
2025
Q2 		$3.56M Buy
20,434
+95
+0.5% +$15.5K 0.96% 50
2025
Q1 		$2.91M Buy
20,339
+852
+4% +$139K 0.83% 56
2024
Q4 		$3.46M Buy
+19,487
New +$3.46M 0.99% 40
2024
Q2 		$2.25M Buy
14,772
+454
+3% +$65.2K 1.1% 38
2024
Q1 		$2.06M Buy
14,318
+1,874
+15% +$265K 1.14% 40
2023
Q4 		$1.67M Buy
+12,444
New +$1.61M 1.21% 30

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

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

JPL Wealth Management increased its Digital Realty Trust (DLR) stake by 0.01% in Q1 2026, buying an estimated $342 and bringing the position to 19,304 shares worth $3.48M. The position accounts for 0.8% of the portfolio, ranked #48.

JPL Wealth Management first reported a position in DLR in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.56M in Q2 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • JPL Wealth Management held 19,304 shares of Digital Realty Trust worth $3.48M as of Q1 2026.
  • JPL Wealth Management bought 2 Digital Realty Trust shares in Q1 2026, an estimated $342.
  • Digital Realty Trust made up 0.8% of JPL Wealth Management's portfolio in Q1 2026, its #48 holding.
  • JPL Wealth Management first reported a position in Digital Realty Trust in Q4 2023 and has held it in 9 quarters since.
  • JPL Wealth Management's Digital Realty Trust position peaked at $3.56M in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.