Riverbend Wealth Management
DLR icon

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

Riverbend 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
2026
Q3 		$444K Buy
2,528
+89
+4% +$16.5K 0.2% 117
2026
Q2 		$438K Buy
2,439
+84
+4% +$16.1K 0.22% 117
2026
Q1 		$424K Buy
2,355
+119
+5% +$20.3K 0.24% 99
2025
Q4 		$346K Buy
2,236
+145
+7% +$23.8K 0.21% 111
2025
Q3 		$362K Buy
2,091
+48
+2% +$8.21K 0.25% 94
2025
Q2 		$356K Buy
2,043
+60
+3% +$9.8K 0.27% 92
2025
Q1 		$284K Buy
1,983
+573
+41% +$93.2K 0.25% 97
2024
Q4 		$252K Buy
+1,410
New +$250K 0.22% 101

Other funds holding DLR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Riverbend Wealth Management's DLR Position: Q3 2026 in Review

Riverbend Wealth Management increased its Digital Realty Trust (DLR) stake by 3.6% in Q3 2026, buying an estimated $16.5K and bringing the position to 2,528 shares worth $444K. The position accounts for 0.2% of the portfolio, ranked #117.

Riverbend Wealth Management first reported a position in DLR in Q4 2024 and has held it in 8 quarters since. 800 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Riverbend Wealth Management held 2,528 shares of Digital Realty Trust worth $444K as of Q3 2026.
  • Riverbend Wealth Management bought 89 Digital Realty Trust shares in Q3 2026, an estimated $16.5K.
  • Digital Realty Trust made up 0.2% of Riverbend Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Riverbend Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 8 quarters since.
  • 800 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.