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

Puff 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
Q3 		– Sell
-11,300
Closed -$1.97M – 77
2025
Q2 		$1.97M Buy
+11,300
New +$1.85M 1.43% 22

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Puff Wealth Management's DLR Position: Q3 2025 in Review

Puff Wealth Management sold out of Digital Realty Trust (DLR) in Q3 2025, closing a stake of 3 shares — an estimated $527 sold.

Puff Wealth Management first reported a position in DLR in Q2 2025 and held it in 1 quarter. The position peaked at $527 in Q2 2025. 1,222 funds tracked by Wall St. Rank hold DLR as of Q3 2025.

  • Puff Wealth Management reported no remaining Digital Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 3 Digital Realty Trust shares in Q3 2025, an estimated $527.
  • Puff Wealth Management first reported a position in Digital Realty Trust in Q2 2025 and held it in 1 quarter.
  • Puff Wealth Management's Digital Realty Trust position peaked at $527 in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.