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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's DLR Position: Q1 2026 in Review

Legacy Capital Group California reduced its Digital Realty Trust (DLR) stake by 4% in Q1 2026, selling an estimated $28.2K and leaving 3,998 shares worth $720K. The position accounts for 0.27% of the portfolio, ranked #117.

Legacy Capital Group California first reported a position in DLR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q4 2024. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Legacy Capital Group California held 3,998 shares of Digital Realty Trust worth $720K as of Q1 2026.
Legacy Capital Group California sold 165 Digital Realty Trust shares in Q1 2026, an estimated $28.2K.
Digital Realty Trust made up 0.27% of Legacy Capital Group California's portfolio in Q1 2026, its #117 holding.
Legacy Capital Group California first reported a position in Digital Realty Trust in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Digital Realty Trust position peaked at $1.47M in Q4 2024.
1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.