QTR Family Wealth’s Digital Realty Trust DLR Stock Holding History

QTR Family Wealth’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 Q1	$407K	Sell	2,081 -22	-1%	-$3.76K	0.17%	140
2025 Q4	$363K	Sell	2,103 -770	-27%	-$126K	0.16%	147
2025 Q3	$497K	Buy	2,873 +9	+0.3%	+$1.54K	0.24%	91
2025 Q2	$499K	Buy	2,864 +687	+32%	+$112K	0.31%	76
2025 Q1	$312K	Buy	+2,177	New	+$354K	0.24%	107

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QTR Family Wealth's DLR Position: Q1 2026 in Review

QTR Family Wealth reduced its Digital Realty Trust (DLR) stake by 1% in Q1 2026, selling an estimated $3.76K and leaving 2,081 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #140.

QTR Family Wealth first reported a position in DLR in Q1 2025 and has held it in 5 quarters since. The position peaked at $499K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

QTR Family Wealth held 2,081 shares of Digital Realty Trust worth $407K as of Q1 2026.
QTR Family Wealth sold 22 Digital Realty Trust shares in Q1 2026, an estimated $3.76K.
Digital Realty Trust made up 0.17% of QTR Family Wealth's portfolio in Q1 2026, its #140 holding.
QTR Family Wealth first reported a position in Digital Realty Trust in Q1 2025 and has held it in 5 quarters since.
QTR Family Wealth's Digital Realty Trust position peaked at $499K in Q2 2025.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.