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

SHP 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 		$185K Buy
1,028
+607
+144% +$116K 0.01% 312
2026
Q1 		$76K Buy
421
+52
+14% +$8.89K 0.01% 426
2025
Q4 		$57K Buy
+369
New +$60.6K ﹤0.01% 449

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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

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

SHP Wealth Management increased its Digital Realty Trust (DLR) stake by 144% in Q2 2026, buying an estimated $116K and bringing the position to 1,028 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #312.

SHP Wealth Management first reported a position in DLR in Q4 2025 and has held it in 3 quarters since. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • SHP Wealth Management held 1,028 shares of Digital Realty Trust worth $185K as of Q2 2026.
  • SHP Wealth Management bought 607 Digital Realty Trust shares in Q2 2026, an estimated $116K.
  • Digital Realty Trust made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #312 holding.
  • SHP Wealth Management first reported a position in Digital Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.