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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
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 		$9.83M 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 		$9.05M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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

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

Lyell Wealth Management reduced its Digital Realty Trust (DLR) stake by 14% in Q2 2026, selling an estimated $642K and leaving 20,295 shares worth $3.64M. The position accounts for 0.22% of the portfolio, ranked #77.

Lyell Wealth Management first reported a position in DLR in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.4M in Q2 2025. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Lyell Wealth Management held 20,295 shares of Digital Realty Trust worth $3.64M as of Q2 2026.
  • Lyell Wealth Management sold 3,350 Digital Realty Trust shares in Q2 2026, an estimated $642K.
  • Digital Realty Trust made up 0.22% of Lyell Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Lyell Wealth Management first reported a position in Digital Realty Trust in Q1 2019 and has held it in 30 quarters since.
  • Lyell Wealth Management's Digital Realty Trust position peaked at $10.4M in Q2 2025.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.