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Medallion Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Medallion Wealth Advisors’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 		$28.7K Buy
160
+1
+0.6% +$192 0.01% 572
2026
Q1 		$28.7K Hold
159
– – 0.01% 585
2025
Q4 		$24.6K Hold
159
– – 0.01% 604
2025
Q3 		$27.5K Hold
159
– – 0.01% 575
2025
Q2 		$27.2K Hold
159
– – 0.01% 565
2025
Q1 		$23.2K Buy
159
+16
+11% +$2.6K 0.01% 551
2024
Q4 		$25.4K Buy
+143
New +$25.4K 0.01% 522

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

Medallion Wealth Advisors's DLR Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Digital Realty Trust (DLR) stake by 0.63% in Q2 2026, buying an estimated $192 and bringing the position to 160 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #572.

Medallion Wealth Advisors first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. 1,327 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Medallion Wealth Advisors held 160 shares of Digital Realty Trust worth $28.7K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 Digital Realty Trust share in Q2 2026, an estimated $192.
  • Digital Realty Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • Medallion Wealth Advisors first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.