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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$312K Buy
1,775
+25
+1% +$4.64K 0.01% 245
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% -$10K 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

Obermeyer Wealth Partners's DLR Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Digital Realty Trust (DLR) stake by 1.4% in Q3 2026, buying an estimated $4.64K and bringing the position to 1,775 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #245.

Obermeyer Wealth Partners first reported a position in DLR in Q2 2013 and has held it in 27 quarters since. The position peaked at $320K in Q1 2026. 457 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Obermeyer Wealth Partners held 1,775 shares of Digital Realty Trust worth $312K as of Q3 2026.
  • Obermeyer Wealth Partners bought 25 Digital Realty Trust shares in Q3 2026, an estimated $4.64K.
  • Digital Realty Trust made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #245 holding.
  • Obermeyer Wealth Partners first reported a position in Digital Realty Trust in Q2 2013 and has held it in 27 quarters since.
  • Obermeyer Wealth Partners's Digital Realty Trust position peaked at $320K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.