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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
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 $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

Medallion Wealth Advisors's DLR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Digital Realty Trust (DLR) position steady in Q1 2026 at 159 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #585.

Medallion Wealth Advisors first reported a position in DLR in Q4 2024 and has held it in 6 quarters since. 1,244 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Medallion Wealth Advisors held 159 shares of Digital Realty Trust worth $28.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Digital Realty Trust share count unchanged in Q1 2026.
  • Digital Realty Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #585 holding.
  • Medallion Wealth Advisors first reported a position in Digital Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.