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Retirement Wealth Solutions’s Digital Realty Trust DLR Stock Holding History

Retirement Wealth Solutions’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
Q3 		$3.36K Buy
19
+7
+58% +$1.3K ﹤0.01% 474
2026
Q2 		$2.17K Hold
12
– – ﹤0.01% 510
2026
Q1 		$2.17K Buy
12
+5
+71% +$855 ﹤0.01% 481
2025
Q4 		$1.08K Sell
7
-2
-22% -$328 ﹤0.01% 565
2025
Q3 		$1.55K Buy
9
+8
+800% +$1.37K ﹤0.01% 472
2025
Q2 		$163 Hold
1
– – ﹤0.01% 406
2025
Q1 		$133 Hold
1
– – ﹤0.01% 396
2024
Q4 		$158 Buy
+1
New +$177 ﹤0.01% 398

Other funds holding DLR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Retirement Wealth Solutions's DLR Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Digital Realty Trust (DLR) stake by 58% in Q3 2026, buying an estimated $1.3K and bringing the position to 19 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Retirement Wealth Solutions first reported a position in DLR in Q4 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Retirement Wealth Solutions held 19 shares of Digital Realty Trust worth $3.36K as of Q3 2026.
  • Retirement Wealth Solutions bought 7 Digital Realty Trust shares in Q3 2026, an estimated $1.3K.
  • Digital Realty Trust made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #474 holding.
  • Retirement Wealth Solutions first reported a position in Digital Realty Trust in Q4 2024 and has held it in 8 quarters since.
  • 45 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.