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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
Q2 		$772K Buy
4,301
+606
+16% +$116K 0.01% 725
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 $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

NewEdge Wealth's DLR Position: Q2 2026 in Review

NewEdge Wealth increased its Digital Realty Trust (DLR) stake by 16% in Q2 2026, buying an estimated $116K and bringing the position to 4,301 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #725.

NewEdge Wealth first reported a position in DLR in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.86M in Q4 2024. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • NewEdge Wealth held 4,301 shares of Digital Realty Trust worth $772K as of Q2 2026.
  • NewEdge Wealth bought 606 Digital Realty Trust shares in Q2 2026, an estimated $116K.
  • Digital Realty Trust made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #725 holding.
  • NewEdge Wealth first reported a position in Digital Realty Trust in Q1 2021 and has held it in 16 quarters since.
  • NewEdge Wealth's Digital Realty Trust position peaked at $3.86M in Q4 2024.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.