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 Q2	$3.42M	Sell	19,051 -253	-1%	-$48.5K	0.68%	54
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JPL Wealth Management's DLR Position: Q2 2026 in Review

JPL Wealth Management reduced its Digital Realty Trust (DLR) stake by 1.3% in Q2 2026, selling an estimated $48.5K and leaving 19,051 shares worth $3.42M. The position accounts for 0.68% of the portfolio, ranked #54.

JPL Wealth Management first reported a position in DLR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.56M in Q2 2025. 1,325 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

JPL Wealth Management held 19,051 shares of Digital Realty Trust worth $3.42M as of Q2 2026.
JPL Wealth Management sold 253 Digital Realty Trust shares in Q2 2026, an estimated $48.5K.
Digital Realty Trust made up 0.68% of JPL Wealth Management's portfolio in Q2 2026, its #54 holding.
JPL Wealth Management first reported a position in Digital Realty Trust in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Digital Realty Trust position peaked at $3.56M in Q2 2025.
1,325 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.