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

Schrum Private 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 Q1	$237K	Buy	1,316 +3	+0.2%	+$513	0.18%	115
2025 Q4	$203K	Hold	1,313	–	–	0.15%	121
2025 Q3	$227K	Buy	1,313 +1	+0.1%	+$171	0.17%	122
2025 Q2	$229K	Sell	1,312 -189	-13%	-$30.9K	0.18%	117
2025 Q1	$215K	Buy	1,501 +6	+0.4%	+$976	0.19%	116
2024 Q4	$265K	Sell	1,495 -1,495	-50%	-$265K	0.22%	105
2024 Q3	$484K	Buy	2,990 +1,498	+100%	+$230K	0.25%	95
2024 Q2	$227K	Buy	1,492 +3	+0.2%	+$431	0.2%	115
2024 Q1	$215K	Buy	+1,489	New	+$210K	0.19%	127
2022 Q2	–	Sell	-1,460	Closed	-$218K	–	119
2022 Q1	$218K	Buy	1,460 +3	+0.2%	+$433	0.22%	112
2021 Q4	$259K	Buy	+1,457	New	+$233K	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

Schrum Private Wealth Management's DLR Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Digital Realty Trust (DLR) stake by 0.23% in Q1 2026, buying an estimated $513 and bringing the position to 1,316 shares worth $237K. The position accounts for 0.18% of the portfolio, ranked #115.

Schrum Private Wealth Management first reported a position in DLR in Q4 2021 and has held it in 11 quarters since. The position peaked at $484K in Q3 2024. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Schrum Private Wealth Management held 1,316 shares of Digital Realty Trust worth $237K as of Q1 2026.
Schrum Private Wealth Management bought 3 Digital Realty Trust shares in Q1 2026, an estimated $513.
Digital Realty Trust made up 0.18% of Schrum Private Wealth Management's portfolio in Q1 2026, its #115 holding.
Schrum Private Wealth Management first reported a position in Digital Realty Trust in Q4 2021 and has held it in 11 quarters since.
Schrum Private Wealth Management's Digital Realty Trust position peaked at $484K in Q3 2024.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.