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

Peterson 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
2025
Q2 		– Sell
-20,577
Closed -$2.95M – 46
2025
Q1 		$2.95M Buy
20,577
+5,816
+39% +$946K 1.98% 19
2024
Q4 		$2.62M Buy
14,761
+413
+3% +$73.3K 1.56% 22
2024
Q3 		$2.32M Sell
14,348
-120
-0.8% -$18.4K 1.48% 25
2024
Q2 		$2.2M Buy
14,468
+1,170
+9% +$168K 1.36% 28
2024
Q1 		$1.92M Buy
13,298
+2,923
+28% +$413K 1.38% 30
2023
Q4 		$1.4M Buy
10,375
+130
+1% +$16.8K 1.26% 28
2023
Q3 		$1.24M Buy
10,245
+8,144
+388% +$1M 1.02% 25
2023
Q2 		$239K Buy
+2,101
New +$208K 0.19% 64
2020
Q4 		– Sell
-1,774
Closed -$260K – 43
2020
Q3 		$260K Sell
1,774
-936
-35% -$140K 0.23% 42
2020
Q2 		$385K Buy
+2,710
New +$384K 0.38% 39

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peterson Wealth Management's DLR Position: Q2 2025 in Review

Peterson Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 20,577 shares — an estimated $2.95M sold.

Peterson Wealth Management first reported a position in DLR in Q2 2020 and held it in 10 quarters. The position peaked at $2.95M in Q1 2025. 1,228 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Peterson Wealth Management reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Peterson Wealth Management sold 20,577 Digital Realty Trust shares in Q2 2025, an estimated $2.95M.
  • Peterson Wealth Management first reported a position in Digital Realty Trust in Q2 2020 and held it in 10 quarters.
  • Peterson Wealth Management's Digital Realty Trust position peaked at $2.95M in Q1 2025.
  • 1,228 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Peterson Wealth Management's 13F filing for Q2 2025, filed 15 Oct 2025.