LWAM
DLR icon

Legacy Wealth Asset Management’s Digital Realty Trust DLR Stock Holding History

Legacy Wealth Asset 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
Q3 		$590K Sell
3,360
-11
-0.3% -$2.04K 0.13% 234
2026
Q2 		$605K Buy
3,371
+1,256
+59% +$241K 0.13% 230
2026
Q1 		$381K Buy
2,115
+815
+63% +$139K 0.09% 295
2025
Q4 		$201K Buy
+1,300
New +$213K 0.05% 364
2025
Q1 		– Sell
-1,157
Closed -$205K – 347
2024
Q4 		$205K Buy
+1,157
New +$205K 0.06% 342
2022
Q3 		– Sell
-1,619
Closed -$210K – 327
2022
Q2 		$210K Buy
1,619
+15
+0.9% +$2.07K 0.09% 288
2022
Q1 		$227K Buy
1,604
+194
+14% +$28K 0.08% 280
2021
Q4 		$249K Buy
+1,410
New +$226K 0.08% 282
2021
Q3 		– Sell
-1,361
Closed -$205K – 295
2021
Q2 		$205K Buy
+1,361
New +$206K 0.09% 292

Other funds holding DLR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Wealth Asset Management's DLR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Digital Realty Trust (DLR) stake by 0.33% in Q3 2026, selling an estimated $2.04K and leaving 3,360 shares worth $590K. The position accounts for 0.13% of the portfolio, ranked #234.

Legacy Wealth Asset Management first reported a position in DLR in Q2 2021 and has held it in 9 quarters since. The position peaked at $605K in Q2 2026. 45 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Legacy Wealth Asset Management held 3,360 shares of Digital Realty Trust worth $590K as of Q3 2026.
  • Legacy Wealth Asset Management sold 11 Digital Realty Trust shares in Q3 2026, an estimated $2.04K.
  • Digital Realty Trust made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #234 holding.
  • Legacy Wealth Asset Management first reported a position in Digital Realty Trust in Q2 2021 and has held it in 9 quarters since.
  • Legacy Wealth Asset Management's Digital Realty Trust position peaked at $605K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.