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Legacy Capital Group California’s Digital Realty Trust DLR Stock Holding History

Legacy Capital Group California’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 		$701K Sell
3,904
-94
-2% -$18K 0.21% 139
2026
Q1 		$720K Sell
3,998
-165
-4% -$28.2K 0.27% 117
2025
Q4 		$644K Sell
4,163
-17
-0.4% -$2.79K 0.16% 173
2025
Q3 		$723K Buy
4,180
+27
+0.7% +$4.62K 0.18% 153
2025
Q2 		$724K Sell
4,153
-4,040
-49% -$661K 0.2% 126
2025
Q1 		$1.17M Sell
8,193
-116
-1% -$18.9K 0.41% 42
2024
Q4 		$1.47M Sell
8,309
-34
-0.4% -$6.03K 0.45% 41
2024
Q3 		$1.35M Sell
8,343
-271
-3% -$41.6K 0.45% 44
2024
Q2 		$1.31M Buy
8,614
+60
+0.7% +$8.62K 0.47% 48
2024
Q1 		$1.23M Buy
8,554
+3,364
+65% +$475K 0.45% 54
2023
Q4 		$698K Buy
5,190
+498
+11% +$64.3K 0.27% 121
2023
Q3 		$568K Buy
4,692
+14
+0.3% +$1.72K 0.24% 122
2023
Q2 		$533K Buy
4,678
+129
+3% +$12.8K 0.22% 143
2023
Q1 		$447K Buy
+4,549
New +$480K 0.22% 138

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

Legacy Capital Group California's DLR Position: Q2 2026 in Review

Legacy Capital Group California reduced its Digital Realty Trust (DLR) stake by 2.4% in Q2 2026, selling an estimated $18K and leaving 3,904 shares worth $701K. The position accounts for 0.21% of the portfolio, ranked #139.

Legacy Capital Group California first reported a position in DLR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2024. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Legacy Capital Group California held 3,904 shares of Digital Realty Trust worth $701K as of Q2 2026.
  • Legacy Capital Group California sold 94 Digital Realty Trust shares in Q2 2026, an estimated $18K.
  • Digital Realty Trust made up 0.21% of Legacy Capital Group California's portfolio in Q2 2026, its #139 holding.
  • Legacy Capital Group California first reported a position in Digital Realty Trust in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Digital Realty Trust position peaked at $1.47M in Q4 2024.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.