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

Mascoma 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 		$1.98K Hold
11
– – ﹤0.01% 453
2026
Q1 		$1.98K Buy
11
+3
+38% +$513 ﹤0.01% 427
2025
Q4 		$1.24K Buy
+8
New +$1.31K ﹤0.01% 448
2025
Q2 		– Sell
-73
Closed -$10.5K – 474
2025
Q1 		$10.5K Hold
73
– – ﹤0.01% 324
2024
Q4 		$12.9K Buy
+73
New +$13K ﹤0.01% 321

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

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

Mascoma Wealth Management held its Digital Realty Trust (DLR) position steady in Q2 2026 at 11 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Mascoma Wealth Management first reported a position in DLR in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.9K in Q4 2024. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Mascoma Wealth Management held 11 shares of Digital Realty Trust worth $1.98K as of Q2 2026.
  • Mascoma Wealth Management left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Mascoma Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 5 quarters since.
  • Mascoma Wealth Management's Digital Realty Trust position peaked at $12.9K in Q4 2024.
  • 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.