Oxler Private Wealth’s Digital Realty Trust DLR Stock Holding History

Oxler Private Wealth’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 Q3	$251K	Buy	1,427 +10	+0.7%	+$1.86K	0.07%	81
2026 Q2	$255K	Buy	1,417 +8	+0.6%	+$1.53K	0.07%	87
2026 Q1	$254K	Buy	1,409 +21	+2%	+$3.59K	0.08%	83
2025 Q4	$215K	Hold	1,388	–	–	0.06%	88
2025 Q3	$240K	Buy	1,388 +9	+0.7%	+$1.54K	0.07%	83
2025 Q2	$240K	Buy	+1,379	New	+$226K	0.08%	83
2025 Q1	–	Sell	-1,348	Closed	-$239K	–	86
2024 Q4	$239K	Hold	1,348	–	–	0.08%	81
2024 Q3	$218K	Buy	1,348 +10	+0.7%	+$1.53K	0.08%	84
2024 Q2	$203K	Buy	+1,338	New	+$192K	0.08%	82
2022 Q4	–	Sell	-1,245	Closed	-$124K	–	142
2022 Q3	$124K	Buy	1,245 +16	+1%	+$1.96K	0.07%	120
2022 Q2	$160K	Buy	+1,229	New	+$170K	0.08%	110
2022 Q1	–	Sell	-1,200	Closed	-$212K	–	112
2021 Q4	$212K	Buy	+1,200	New	+$192K	0.09%	118
2021 Q1	–	Sell	-1,200	Closed	-$167K	–	144
2020 Q4	$167K	Buy	+1,200	New	+$172K	0.09%	110

Other funds holding DLR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Oxler Private Wealth's DLR Position: Q3 2026 in Review

Oxler Private Wealth increased its Digital Realty Trust (DLR) stake by 0.71% in Q3 2026, buying an estimated $1.86K and bringing the position to 1,427 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #81.

Oxler Private Wealth first reported a position in DLR in Q4 2020 and has held it in 13 quarters since. The position peaked at $255K in Q2 2026. 665 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

Oxler Private Wealth held 1,427 shares of Digital Realty Trust worth $251K as of Q3 2026.
Oxler Private Wealth bought 10 Digital Realty Trust shares in Q3 2026, an estimated $1.86K.
Digital Realty Trust made up 0.07% of Oxler Private Wealth's portfolio in Q3 2026, its #81 holding.
Oxler Private Wealth first reported a position in Digital Realty Trust in Q4 2020 and has held it in 13 quarters since.
Oxler Private Wealth's Digital Realty Trust position peaked at $255K in Q2 2026.
665 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

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