LongView Wealth Management’s Digital Realty Trust DLR Stock Holding History

LongView Wealth 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	$784K	Buy	4,366 +10	+0.2%	+$1.92K	0.2%	100
2026 Q1	$853K	Sell	4,356 -24	-0.5%	-$4.1K	0.21%	102
2025 Q4	$691K	Sell	4,380 -43	-1%	-$7.06K	0.17%	114
2025 Q3	$765K	Buy	4,423 +39	+0.9%	+$6.67K	0.21%	97
2025 Q2	$764K	Buy	4,384 +348	+9%	+$56.9K	0.23%	87
2025 Q1	$578K	Sell	4,036 -46	-1%	-$7.48K	0.17%	106
2024 Q4	$724K	Sell	4,082 -37	-0.9%	-$6.56K	0.22%	88
2024 Q3	$667K	Buy	4,119 +506	+14%	+$77.6K	0.21%	92
2024 Q2	$549K	Buy	3,613 +201	+6%	+$28.9K	0.2%	91
2024 Q1	$492K	Buy	3,412 +16	+0.5%	+$2.26K	0.19%	101
2023 Q4	$454K	Buy	+3,396	New	+$439K	0.2%	99

Other funds holding DLR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

LongView Wealth Management's DLR Position: Q2 2026 in Review

LongView Wealth Management increased its Digital Realty Trust (DLR) stake by 0.23% in Q2 2026, buying an estimated $1.92K and bringing the position to 4,366 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #100.

LongView Wealth Management first reported a position in DLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $853K in Q1 2026. 255 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

LongView Wealth Management held 4,366 shares of Digital Realty Trust worth $784K as of Q2 2026.
LongView Wealth Management bought 10 Digital Realty Trust shares in Q2 2026, an estimated $1.92K.
Digital Realty Trust made up 0.2% of LongView Wealth Management's portfolio in Q2 2026, its #100 holding.
LongView Wealth Management first reported a position in Digital Realty Trust in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Digital Realty Trust position peaked at $853K in Q1 2026.
255 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.