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

Lyell 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
Q3 		$3.36M Sell
19,119
-1,176
-6% -$218K 0.2% 82
2026
Q2 		$3.64M Sell
20,295
-3,350
-14% -$642K 0.22% 77
2026
Q1 		$4.26M Sell
23,645
-35,347
-60% -$6.04M 0.31% 68
2025
Q4 		$9.13M Sell
58,992
-601
-1% -$98.7K 0.66% 52
2025
Q3 		$10.3M Buy
59,593
+174
+0.3% +$29.8K 0.77% 48
2025
Q2 		$10.4M Buy
59,419
+1,457
+3% +$238K 0.82% 41
2025
Q1 		$8.31M Buy
57,962
+2,510
+5% +$408K 0.78% 47
2024
Q4 		$9.8M Buy
55,452
+457
+0.8% +$81.1K 0.88% 38
2024
Q3 		$8.9M Buy
54,995
+1,009
+2% +$155K 0.81% 41
2024
Q2 		$8.21M Buy
53,986
+3,314
+7% +$476K 0.78% 43
2024
Q1 		$7.3M Buy
50,672
+2,325
+5% +$329K 0.74% 47
2023
Q4 		$6.51M Buy
48,347
+5,197
+12% +$671K 0.74% 48
2023
Q3 		$5.22M Sell
43,150
-4,470
-9% -$549K 0.7% 54
2023
Q2 		$5.42M Buy
47,620
+4,510
+10% +$446K 0.69% 52
2023
Q1 		$4.24M Sell
43,110
-1,827
-4% -$193K 0.59% 58
2022
Q4 		$4.51M Sell
44,937
-6,230
-12% -$636K 0.71% 52
2022
Q3 		$5.08M Sell
51,167
-400
-0.8% -$49.1K 0.86% 42
2022
Q2 		$6.7M Sell
51,567
-205
-0.4% -$28.3K 1.09% 30
2022
Q1 		$7.34M Buy
51,772
+902
+2% +$130K 0.94% 36
2021
Q4 		$9.06M Buy
50,870
+1,996
+4% +$320K 1.03% 38
2021
Q3 		$7.06M Buy
48,874
+2,218
+5% +$348K 0.86% 42
2021
Q2 		$7.02M Buy
46,656
+1,162
+3% +$176K 0.87% 44
2021
Q1 		$6.41M Sell
45,494
-1,585
-3% -$219K 0.93% 43
2020
Q4 		$6.62M Buy
47,079
+2,138
+5% +$306K 1.06% 37
2020
Q3 		$6.6M Buy
44,941
+4,206
+10% +$630K 1.24% 32
2020
Q2 		$5.79M Buy
40,735
+4,414
+12% +$625K 1.27% 32
2020
Q1 		$5.04M Buy
36,321
+1,003
+3% +$128K 1.51% 26
2019
Q4 		$4.27M Sell
35,318
-1,575
-4% -$194K 1.14% 41
2019
Q3 		$4.79M Buy
36,893
+2,239
+6% +$272K 1.44% 29
2019
Q2 		$4.08M Buy
34,654
+7,539
+28% +$898K 1.23% 35
2019
Q1 		$3.23M Buy
+27,115
New +$3.03M 1.08% 40

Other funds holding DLR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Lyell Wealth Management's DLR Position: Q3 2026 in Review

Lyell Wealth Management reduced its Digital Realty Trust (DLR) stake by 5.8% in Q3 2026, selling an estimated $218K and leaving 19,119 shares worth $3.36M. The position accounts for 0.2% of the portfolio, ranked #82.

Lyell Wealth Management first reported a position in DLR in Q1 2019 and has held it in 31 quarters since. The position peaked at $10.4M in Q2 2025. 639 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Lyell Wealth Management held 19,119 shares of Digital Realty Trust worth $3.36M as of Q3 2026.
  • Lyell Wealth Management sold 1,176 Digital Realty Trust shares in Q3 2026, an estimated $218K.
  • Digital Realty Trust made up 0.2% of Lyell Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Lyell Wealth Management first reported a position in Digital Realty Trust in Q1 2019 and has held it in 31 quarters since.
  • Lyell Wealth Management's Digital Realty Trust position peaked at $10.4M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.