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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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 1,253 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.
  • 1,253 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.