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NewEdge Wealth’s Digital Realty Trust DLR Stock Holding History

NewEdge Wealth’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 		$666K Sell
3,695
-17,047
-82% -$2.91M 0.01% 728
2025
Q4 		$3.21M Buy
20,742
+77
+0.4% +$12.6K 0.04% 335
2025
Q3 		$3.44M Sell
20,665
-92
-0.4% -$15.7K 0.05% 280
2025
Q2 		$3.55M Sell
20,757
-419
-2% -$68.5K 0.06% 265
2025
Q1 		$3.03M Sell
21,176
-617
-3% -$100K 0.06% 266
2024
Q4 		$3.86M Buy
21,793
+1,393
+7% +$247K 0.07% 232
2024
Q3 		$3.3M Buy
20,400
+17,093
+517% +$2.62M 0.06% 274
2024
Q2 		$503K Sell
3,307
-1,359
-29% -$195K 0.01% 552
2024
Q1 		$654K Buy
4,666
+3,002
+180% +$424K 0.01% 499
2023
Q4 		$224K Sell
1,664
-510
-23% -$65.9K 0.01% 685
2023
Q3 		$263K Buy
+2,174
New +$267K 0.01% 569
2023
Q1 		– Sell
-2,250
Closed -$226K – 618
2022
Q4 		$226K Sell
2,250
-981
-30% -$100K 0.01% 498
2022
Q3 		$320K Sell
3,231
-7,989
-71% -$980K 0.02% 416
2022
Q2 		$1.46M Buy
+11,220
New +$1.55M 0.07% 235
2021
Q2 		– Sell
-6,391
Closed -$900K – 286
2021
Q1 		$900K Buy
+6,391
New +$883K 0.09% 170

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

NewEdge Wealth's DLR Position: Q1 2026 in Review

NewEdge Wealth reduced its Digital Realty Trust (DLR) stake by 82% in Q1 2026, selling an estimated $2.91M and leaving 3,695 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #728.

NewEdge Wealth first reported a position in DLR in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.86M in Q4 2024. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • NewEdge Wealth held 3,695 shares of Digital Realty Trust worth $666K as of Q1 2026.
  • NewEdge Wealth sold 17,047 Digital Realty Trust shares in Q1 2026, an estimated $2.91M.
  • Digital Realty Trust made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #728 holding.
  • NewEdge Wealth first reported a position in Digital Realty Trust in Q1 2021 and has held it in 15 quarters since.
  • NewEdge Wealth's Digital Realty Trust position peaked at $3.86M in Q4 2024.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.