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Private Wealth Asset Management’s Digital Realty Trust DLR Stock Holding History

Private Wealth Asset 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 		$99.3K Hold
553
– – 0.01% 330
2026
Q1 		$99.7K Sell
553
-72
-12% -$12.3K 0.01% 331
2025
Q4 		$96.7K Buy
625
+45
+8% +$7.39K 0.01% 333
2025
Q3 		$100K Buy
580
+158
+37% +$27K 0.01% 306
2025
Q2 		$73.6K Sell
422
-8
-2% -$1.31K 0.01% 340
2025
Q1 		$61.6K Buy
+430
New +$69.9K 0.01% 355

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

Private Wealth Asset Management's DLR Position: Q2 2026 in Review

Private Wealth Asset Management held its Digital Realty Trust (DLR) position steady in Q2 2026 at 553 shares worth $99.3K. The position accounts for 0.01% of the portfolio, ranked #330.

Private Wealth Asset Management first reported a position in DLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $100K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Private Wealth Asset Management held 553 shares of Digital Realty Trust worth $99.3K as of Q2 2026.
  • Private Wealth Asset Management left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #330 holding.
  • Private Wealth Asset Management first reported a position in Digital Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Digital Realty Trust position peaked at $100K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.