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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyell Wealth Management's DLR Position: Q1 2026 in Review

Lyell Wealth Management reduced its Digital Realty Trust (DLR) stake by 60% in Q1 2026, selling an estimated $6.04M and leaving 23,645 shares worth $4.26M. The position accounts for 0.31% of the portfolio, ranked #68.

Lyell Wealth Management first reported a position in DLR in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.4M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Lyell Wealth Management held 23,645 shares of Digital Realty Trust worth $4.26M as of Q1 2026.
  • Lyell Wealth Management sold 35,347 Digital Realty Trust shares in Q1 2026, an estimated $6.04M.
  • Digital Realty Trust made up 0.31% of Lyell Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Lyell Wealth Management first reported a position in Digital Realty Trust in Q1 2019 and has held it in 29 quarters since.
  • Lyell Wealth Management's Digital Realty Trust position peaked at $10.4M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.