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 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

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

Legacy Wealth Asset Management's DLR Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Digital Realty Trust (DLR) stake by 59% in Q2 2026, buying an estimated $241K and bringing the position to 3,371 shares worth $605K. The position accounts for 0.13% of the portfolio, ranked #230.

Legacy Wealth Asset Management first reported a position in DLR in Q2 2021 and has held it in 8 quarters since. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Legacy Wealth Asset Management held 3,371 shares of Digital Realty Trust worth $605K as of Q2 2026.
Legacy Wealth Asset Management bought 1,256 Digital Realty Trust shares in Q2 2026, an estimated $241K.
Digital Realty Trust made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #230 holding.
Legacy Wealth Asset Management first reported a position in Digital Realty Trust in Q2 2021 and has held it in 8 quarters since.
1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.