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

Segment 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	$406K	Buy	2,260 +402	+22%	+$77K	0.02%	240
2026 Q1	$335K	Sell	1,858 -224	-11%	-$38.3K	0.02%	255
2025 Q4	$322K	Buy	2,082 +38	+2%	+$6.24K	0.02%	258
2025 Q3	$353K	Buy	2,044 +95	+5%	+$16.2K	0.02%	234
2025 Q2	$340K	Buy	1,949 +504	+35%	+$82.4K	0.02%	233
2025 Q1	$207K	Buy	1,445 +271	+23%	+$44.1K	0.01%	273
2024 Q4	$208K	Buy	+1,174	New	+$208K	0.01%	259
2022 Q1	–	Sell	-1,284	Closed	-$227K	–	261
2021 Q4	$227K	Buy	+1,284	New	+$206K	0.02%	236

Other funds holding DLR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Segment Wealth Management's DLR Position: Q2 2026 in Review

Segment Wealth Management increased its Digital Realty Trust (DLR) stake by 22% in Q2 2026, buying an estimated $77K and bringing the position to 2,260 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #240.

Segment Wealth Management first reported a position in DLR in Q4 2021 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Segment Wealth Management held 2,260 shares of Digital Realty Trust worth $406K as of Q2 2026.
Segment Wealth Management bought 402 Digital Realty Trust shares in Q2 2026, an estimated $77K.
Digital Realty Trust made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #240 holding.
Segment Wealth Management first reported a position in Digital Realty Trust in Q4 2021 and has held it in 8 quarters since.
231 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.