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

Pines 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
Q2 		$755K Sell
4,206
-9
-0.2% -$1.72K 0.22% 106
2026
Q1 		$760K Sell
4,215
-79
-2% -$13.5K 0.25% 102
2025
Q4 		$664K Buy
4,294
+306
+8% +$50.2K 0.21% 107
2025
Q3 		$689K Buy
3,988
+303
+8% +$51.8K 0.23% 98
2025
Q2 		$636K Buy
3,685
+217
+6% +$35.5K 0.23% 109
2025
Q1 		$472K Buy
3,468
+434
+14% +$70.6K 0.22% 112
2024
Q4 		$526K Buy
+3,034
New +$538K 0.23% 113

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Pines Wealth Management's DLR Position: Q2 2026 in Review

Pines Wealth Management reduced its Digital Realty Trust (DLR) stake by 0.21% in Q2 2026, selling an estimated $1.72K and leaving 4,206 shares worth $755K. The position accounts for 0.22% of the portfolio, ranked #106.

Pines Wealth Management first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $760K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Pines Wealth Management held 4,206 shares of Digital Realty Trust worth $755K as of Q2 2026.
  • Pines Wealth Management sold 9 Digital Realty Trust shares in Q2 2026, an estimated $1.72K.
  • Digital Realty Trust made up 0.22% of Pines Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Pines Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Digital Realty Trust position peaked at $760K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.