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 Q2	$227K	Buy	1,492 +176	+13%	+$33.7K	0.23%	102
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Schrum Private Wealth Management's DLR Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Digital Realty Trust (DLR) stake by 13% in Q2 2026, buying an estimated $33.7K and bringing the position to 1,492 shares worth $227K. The position accounts for 0.23% of the portfolio, ranked #102.

Schrum Private Wealth Management first reported a position in DLR in Q4 2021 and has held it in 12 quarters since. The position peaked at $484K in Q3 2024. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Schrum Private Wealth Management held 1,492 shares of Digital Realty Trust worth $227K as of Q2 2026.
Schrum Private Wealth Management bought 176 Digital Realty Trust shares in Q2 2026, an estimated $33.7K.
Digital Realty Trust made up 0.23% of Schrum Private Wealth Management's portfolio in Q2 2026, its #102 holding.
Schrum Private Wealth Management first reported a position in Digital Realty Trust in Q4 2021 and has held it in 12 quarters since.
Schrum Private Wealth Management's Digital Realty Trust position peaked at $484K in Q3 2024.
1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.