OWP
DLR icon

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
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 $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

Obermeyer Wealth Partners's DLR Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Digital Realty Trust (DLR) position steady in Q1 2026 at 1,775 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #235.

Obermeyer Wealth Partners first reported a position in DLR in Q2 2013 and has held it in 25 quarters since. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Obermeyer Wealth Partners held 1,775 shares of Digital Realty Trust worth $320K as of Q1 2026.
  • Obermeyer Wealth Partners left its Digital Realty Trust share count unchanged in Q1 2026.
  • Digital Realty Trust made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #235 holding.
  • Obermeyer Wealth Partners first reported a position in Digital Realty Trust in Q2 2013 and has held it in 25 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.