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Oak Harvest Investment Services’s Digital Realty Trust DLR Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-2,271
Closed -$351K – 181
2025
Q4 		$351K Sell
2,271
-38,651
-94% -$6.35M 0.04% 144
2025
Q3 		$7.07M Buy
40,922
+782
+2% +$134K 0.83% 39
2025
Q2 		$7M Sell
40,140
-295
-0.7% -$48.2K 0.88% 39
2025
Q1 		$5.79M Sell
40,435
-8,578
-18% -$1.4M 0.81% 48
2024
Q4 		$8.69M Buy
49,013
+1,101
+2% +$195K 1.21% 25
2024
Q3 		$7.75M Buy
+47,912
New +$7.35M 1.11% 34

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

Oak Harvest Investment Services's DLR Position: Q1 2026 in Review

Oak Harvest Investment Services sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 2,271 shares — an estimated $351K sold.

Oak Harvest Investment Services first reported a position in DLR in Q3 2024 and held it in 6 quarters. The position peaked at $8.69M in Q4 2024. 1,244 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Oak Harvest Investment Services reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 2,271 Digital Realty Trust shares in Q1 2026, an estimated $351K.
  • Oak Harvest Investment Services first reported a position in Digital Realty Trust in Q3 2024 and held it in 6 quarters.
  • Oak Harvest Investment Services's Digital Realty Trust position peaked at $8.69M in Q4 2024.
  • 1,244 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.