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Lake Street Private Wealth’s Digital Realty Trust DLR Stock Holding History

Lake Street Private Wealth’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 		$430K Buy
2,393
+52
+2% +$9.96K 0.05% 190
2026
Q1 		$422K Buy
2,341
+8
+0.3% +$1.37K 0.05% 185
2025
Q4 		$361K Sell
2,333
-1
-0% -$164 0.04% 203
2025
Q3 		$403K Buy
2,334
+1
+0% +$171 0.05% 195
2025
Q2 		$407K Sell
2,333
-13
-0.6% -$2.13K 0.06% 183
2025
Q1 		$336K Sell
2,346
-43
-2% -$6.99K 0.05% 185
2024
Q4 		$424K Sell
2,389
-40
-2% -$7.1K 0.07% 165
2024
Q3 		$393K Sell
2,429
-111
-4% -$17K 0.06% 190
2024
Q2 		$386K Buy
2,540
+76
+3% +$10.9K 0.05% 242
2024
Q1 		$355K Buy
2,464
+522
+27% +$73.8K 0.05% 245
2023
Q4 		$261K Sell
1,942
-181
-9% -$23.4K 0.04% 264
2023
Q3 		$252K Buy
+2,123
New +$261K 0.05% 243
2021
Q1 		– Sell
-1,651
Closed -$230K – 204
2020
Q4 		$230K Buy
1,651
+11
+0.7% +$1.57K 0.07% 184
2020
Q3 		$241K Sell
1,640
-143
-8% -$21.4K 0.08% 150
2020
Q2 		$253K Sell
1,783
-657
-27% -$93K 0.09% 140
2020
Q1 		$339K Sell
2,440
-55
-2% -$6.99K 0.15% 113
2019
Q4 		$299K Sell
2,495
-122
-5% -$15K 0.11% 144
2019
Q3 		$340K Buy
2,617
+52
+2% +$6.33K 0.15% 119
2019
Q2 		$302K Buy
+2,565
New +$305K 0.18% 98

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

Lake Street Private Wealth's DLR Position: Q2 2026 in Review

Lake Street Private Wealth increased its Digital Realty Trust (DLR) stake by 2.2% in Q2 2026, buying an estimated $9.96K and bringing the position to 2,393 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #190.

Lake Street Private Wealth first reported a position in DLR in Q2 2019 and has held it in 19 quarters since. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Lake Street Private Wealth held 2,393 shares of Digital Realty Trust worth $430K as of Q2 2026.
  • Lake Street Private Wealth bought 52 Digital Realty Trust shares in Q2 2026, an estimated $9.96K.
  • Digital Realty Trust made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Lake Street Private Wealth first reported a position in Digital Realty Trust in Q2 2019 and has held it in 19 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.