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Mendel Money Management’s Digital Realty Trust DLR Stock Holding History

Mendel Money 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 		$1.66M Sell
9,207
-2,924
-24% -$500K 0.69% 44
2025
Q4 		$1.88M Sell
12,131
-4,396
-27% -$722K 0.79% 37
2025
Q3 		$2.86M Sell
16,527
-385
-2% -$65.8K 1.2% 27
2025
Q2 		$2.95M Sell
16,912
-92
-0.5% -$15K 1.31% 27
2025
Q1 		$2.44M Buy
17,004
+27
+0.2% +$4.39K 1.15% 29
2024
Q4 		$3.01M Sell
16,977
-1,352
-7% -$240K 1.34% 26
2024
Q3 		$2.97M Sell
18,329
-3,136
-15% -$481K 1.28% 27
2024
Q2 		$3.26M Sell
21,465
-4,765
-18% -$684K 1.53% 26
2024
Q1 		$3.78M Buy
26,230
+240
+0.9% +$33.9K 1.75% 20
2023
Q4 		$3.5M Buy
25,990
+609
+2% +$78.7K 1.68% 23
2023
Q3 		$3.07M Sell
25,381
-170
-0.7% -$20.9K 1.65% 22
2023
Q2 		$2.91M Sell
25,551
-1,109
-4% -$110K 1.5% 24
2023
Q1 		$2.62M Buy
26,660
+1,241
+5% +$131K 1.41% 25
2022
Q4 		$2.55M Sell
25,419
-6,721
-21% -$686K 1.45% 27
2022
Q3 		$3.19M Sell
32,140
-590
-2% -$72.4K 1.99% 20
2022
Q2 		$4.25M Sell
32,730
-202
-0.6% -$27.9K 2.53% 12
2022
Q1 		$4.67M Buy
32,932
+3,196
+11% +$462K 2.28% 14
2021
Q4 		$5.26M Sell
29,736
-820
-3% -$131K 3.03% 12
2021
Q3 		$4.41M Buy
30,556
+318
+1% +$49.9K 2.76% 17
2021
Q2 		$4.55M Sell
30,238
-53
-0.2% -$8.01K 2.86% 18
2021
Q1 		$4.27M Buy
30,291
+1,325
+5% +$183K 2.79% 21
2020
Q4 		$4.04M Buy
28,966
+2,037
+8% +$291K 2.83% 18
2020
Q3 		$3.95M Buy
26,929
+678
+3% +$102K 3.09% 14
2020
Q2 		$3.73M Buy
+26,251
New +$3.72M 3.28% 14
2019
Q4 		$2.17M Buy
18,156
+4,978
+38% +$613K 1.88% 25
2019
Q3 		$1.71M Buy
13,178
+11,170
+556% +$1.36M 1.58% 26
2019
Q2 		$237K Buy
+2,008
New +$239K 0.23% 46

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

Mendel Money Management's DLR Position: Q1 2026 in Review

Mendel Money Management reduced its Digital Realty Trust (DLR) stake by 24% in Q1 2026, selling an estimated $500K and leaving 9,207 shares worth $1.66M. The position accounts for 0.69% of the portfolio, ranked #44.

Mendel Money Management first reported a position in DLR in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.26M in Q4 2021. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Mendel Money Management held 9,207 shares of Digital Realty Trust worth $1.66M as of Q1 2026.
  • Mendel Money Management sold 2,924 Digital Realty Trust shares in Q1 2026, an estimated $500K.
  • Digital Realty Trust made up 0.69% of Mendel Money Management's portfolio in Q1 2026, its #44 holding.
  • Mendel Money Management first reported a position in Digital Realty Trust in Q2 2019 and has held it in 27 quarters since.
  • Mendel Money Management's Digital Realty Trust position peaked at $5.26M in Q4 2021.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.