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

Private Wealth Management Group’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	$16.2K	Buy	90 +5	+6%	+$958	﹤0.01%	441
2026 Q1	$15.3K	Buy	85 +6	+8%	+$1.03K	﹤0.01%	397
2025 Q4	$12.2K	Hold	79	–	–	﹤0.01%	456
2025 Q3	$13.7K	Hold	79	–	–	﹤0.01%	431
2025 Q2	$13.8K	Buy	79 +21	+36%	+$3.43K	﹤0.01%	399
2025 Q1	$8.31K	Buy	58 +24	+71%	+$3.9K	﹤0.01%	535
2024 Q4	$6.03K	Hold	34	–	–	﹤0.01%	670
2024 Q3	$5.5K	Buy	34 +1	+3%	+$153	﹤0.01%	687
2024 Q2	$5.02K	Hold	33	–	–	﹤0.01%	699
2024 Q1	$4.75K	Sell	33 -50	-60%	-$7.07K	﹤0.01%	638
2023 Q4	$11.2K	Buy	+83	New	+$10.7K	0.01%	386

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Management Group's DLR Position: Q2 2026 in Review

Private Wealth Management Group increased its Digital Realty Trust (DLR) stake by 5.9% in Q2 2026, buying an estimated $958 and bringing the position to 90 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Private Wealth Management Group first reported a position in DLR in Q4 2023 and has held it in 11 quarters since. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Private Wealth Management Group held 90 shares of Digital Realty Trust worth $16.2K as of Q2 2026.
Private Wealth Management Group bought 5 Digital Realty Trust shares in Q2 2026, an estimated $958.
Digital Realty Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #441 holding.
Private Wealth Management Group first reported a position in Digital Realty Trust in Q4 2023 and has held it in 11 quarters since.
1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.