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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
Q2 		$1.56M Sell
8,662
-545
-6% -$104K 0.57% 56
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 $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

Mendel Money Management's DLR Position: Q2 2026 in Review

Mendel Money Management reduced its Digital Realty Trust (DLR) stake by 5.9% in Q2 2026, selling an estimated $104K and leaving 8,662 shares worth $1.56M. The position accounts for 0.57% of the portfolio, ranked #56.

Mendel Money Management first reported a position in DLR in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.26M in Q4 2021. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Mendel Money Management held 8,662 shares of Digital Realty Trust worth $1.56M as of Q2 2026.
  • Mendel Money Management sold 545 Digital Realty Trust shares in Q2 2026, an estimated $104K.
  • Digital Realty Trust made up 0.57% of Mendel Money Management's portfolio in Q2 2026, its #56 holding.
  • Mendel Money Management first reported a position in Digital Realty Trust in Q2 2019 and has held it in 28 quarters since.
  • Mendel Money Management's Digital Realty Trust position peaked at $5.26M in Q4 2021.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.