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Mowery & Schoenfeld Wealth Management’s Digital Realty Trust DLR Stock Holding History

Mowery & Schoenfeld 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 		$8.62K Hold
48
– – 0.01% 251
2026
Q1 		$8.65K Hold
48
– – 0.01% 233
2025
Q4 		$7.43K Hold
48
– – 0.01% 278
2025
Q3 		$8.3K Hold
48
– – 0.01% 237
2025
Q2 		$8.37K Hold
48
– – 0.01% 231
2025
Q1 		$6.88K Sell
48
-7
-13% -$1.14K 0.01% 294
2024
Q4 		$9.75K Buy
+55
New +$9.76K 0.02% 231

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DLR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Digital Realty Trust (DLR) position steady in Q2 2026 at 48 shares worth $8.62K. The position accounts for 0.01% of the portfolio, ranked #251.

Mowery & Schoenfeld Wealth Management first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.75K in Q4 2024. 775 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 48 shares of Digital Realty Trust worth $8.62K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Digital Realty Trust position peaked at $9.75K in Q4 2024.
  • 775 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.