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Obermeyer Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Obermeyer Wealth Partners’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 		$314K Sell
1,750
-25
-1% -$4.79K 0.01% 239
2026
Q1 		$320K Hold
1,775
– – 0.01% 235
2025
Q4 		$275K Hold
1,775
– – 0.01% 252
2025
Q3 		$307K Hold
1,775
– – 0.01% 230
2025
Q2 		$309K Buy
1,775
+22
+1% +$3.6K 0.02% 216
2025
Q1 		$251K Buy
1,753
+3
+0.2% +$488 0.01% 220
2024
Q4 		$310K Hold
1,750
– – 0.02% 202
2024
Q3 		$283K Sell
1,750
-65
-4% -$9.97K 0.02% 210
2024
Q2 		$276K Hold
1,815
– – 0.02% 200
2024
Q1 		$261K Sell
1,815
-245
-12% -$34.6K 0.02% 207
2023
Q4 		$277K Sell
2,060
-21
-1% -$2.71K 0.02% 182
2023
Q3 		$252K Buy
2,081
+21
+1% +$2.58K 0.02% 179
2023
Q2 		$235K Hold
2,060
– – 0.02% 189
2023
Q1 		$203K Hold
2,060
– – 0.02% 206
2022
Q4 		$207K Buy
+2,060
New +$210K 0.02% 210
2022
Q3 		– Sell
-1,585
Closed -$206K – 221
2022
Q2 		$206K Hold
1,585
– – 0.02% 191
2022
Q1 		$225K Hold
1,585
– – 0.01% 210
2021
Q4 		$280K Hold
1,585
– – 0.02% 182
2021
Q3 		$229K Buy
1,585
+25
+2% +$3.92K 0.01% 192
2021
Q2 		$235K Hold
1,560
– – 0.01% 189
2021
Q1 		$220K Hold
1,560
– – 0.01% 186
2020
Q4 		$218K Hold
1,560
– – 0.01% 143
2020
Q3 		$229K Sell
1,560
-50
-3% -$7.49K 0.02% 128
2020
Q2 		$229K Hold
1,610
– – 0.02% 123
2020
Q1 		$224K Buy
+1,610
New +$205K 0.02% 108
2013
Q3 		– Sell
-815
Closed -$50K – 121
2013
Q2 		$50K Buy
+815
New +$53.2K 0.01% 124

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

Obermeyer Wealth Partners's DLR Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Digital Realty Trust (DLR) stake by 1.4% in Q2 2026, selling an estimated $4.79K and leaving 1,750 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #239.

Obermeyer Wealth Partners first reported a position in DLR in Q2 2013 and has held it in 26 quarters since. The position peaked at $320K in Q1 2026. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Obermeyer Wealth Partners held 1,750 shares of Digital Realty Trust worth $314K as of Q2 2026.
  • Obermeyer Wealth Partners sold 25 Digital Realty Trust shares in Q2 2026, an estimated $4.79K.
  • Digital Realty Trust made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • Obermeyer Wealth Partners first reported a position in Digital Realty Trust in Q2 2013 and has held it in 26 quarters since.
  • Obermeyer Wealth Partners's Digital Realty Trust position peaked at $320K in Q1 2026.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.