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Perigon Wealth Management’s Digital Realty Trust DLR Stock Holding History

Perigon Wealth Management’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 		$307K Buy
1,705
+283
+20% +$48.4K 0.01% 1009
2025
Q4 		$220K Sell
1,422
-192
-12% -$31.5K ﹤0.01% 1187
2025
Q3 		$279K Buy
1,614
+243
+18% +$41.5K 0.01% 1006
2025
Q2 		$239K Buy
+1,371
New +$224K 0.01% 930
2025
Q1 		– Sell
-1,188
Closed -$214K – 1046
2024
Q4 		$214K Buy
+1,188
New +$211K 0.01% 951
2024
Q3 		– Sell
-1,715
Closed -$261K – 1004
2024
Q2 		$261K Buy
+1,715
New +$246K 0.01% 743
2021
Q1 		– Sell
-361
Closed -$50K – 623
2020
Q4 		$50K Buy
+361
New +$51.6K 0.01% 745
2018
Q4 		– Sell
-3,297
Closed -$371K – 238
2018
Q3 		$371K Buy
3,297
+1,200
+57% +$144K 0.09% 150
2018
Q2 		$234K Sell
2,097
-4,395
-68% -$466K 0.07% 214
2018
Q1 		$684K Sell
6,492
-265
-4% -$28K 0.25% 73
2017
Q4 		$776K Hold
6,757
– – 0.29% 63
2017
Q3 		$800K Buy
6,757
+98
+1% +$11.3K 0.26% 85
2017
Q2 		$752K Sell
6,659
-421
-6% -$48.2K 0.16% 140
2017
Q1 		$753K Hold
7,080
– – 0.16% 132
2016
Q4 		$767K Buy
7,080
+104
+1% +$9.67K 0.17% 131
2016
Q3 		$678K Hold
6,976
– – 0.17% 120
2016
Q2 		$760K Hold
6,976
– – 0.2% 109
2016
Q1 		$617K Hold
6,976
– – 0.19% 100
2015
Q4 		$532K Sell
6,976
-654
-9% -$47.1K 0.15% 136
2015
Q3 		$498K Sell
7,630
-1,940
-20% -$127K 0.15% 136
2015
Q2 		$638K Buy
9,570
+3
+0% +$197 0.17% 130
2015
Q1 		$631K Buy
9,567
+7
+0.1% +$480 0.17% 127
2014
Q4 		$634K Buy
9,560
+1,585
+20% +$106K 0.19% 112
2014
Q3 		$497K Buy
7,975
+54
+0.7% +$3.43K 0.15% 120
2014
Q2 		$462K Buy
7,921
+4
+0.1% +$224 0.13% 128
2014
Q1 		$420K Buy
7,917
+7
+0.1% +$364 0.23% 78
2013
Q4 		$388K Buy
+7,910
New +$393K 0.22% 82

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

Perigon Wealth Management's DLR Position: Q1 2026 in Review

Perigon Wealth Management increased its Digital Realty Trust (DLR) stake by 20% in Q1 2026, buying an estimated $48.4K and bringing the position to 1,705 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #1009.

Perigon Wealth Management first reported a position in DLR in Q4 2013 and has held it in 27 quarters since. The position peaked at $800K in Q3 2017. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Perigon Wealth Management held 1,705 shares of Digital Realty Trust worth $307K as of Q1 2026.
  • Perigon Wealth Management bought 283 Digital Realty Trust shares in Q1 2026, an estimated $48.4K.
  • Digital Realty Trust made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1009 holding.
  • Perigon Wealth Management first reported a position in Digital Realty Trust in Q4 2013 and has held it in 27 quarters since.
  • Perigon Wealth Management's Digital Realty Trust position peaked at $800K in Q3 2017.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.