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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SHP Wealth Management's DLR Position: Q1 2026 in Review

SHP Wealth Management increased its Digital Realty Trust (DLR) stake by 14% in Q1 2026, buying an estimated $8.89K and bringing the position to 421 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #426.

SHP Wealth Management first reported a position in DLR in Q4 2025 and has held it in 2 quarters since. 1,246 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • SHP Wealth Management held 421 shares of Digital Realty Trust worth $76K as of Q1 2026.
  • SHP Wealth Management bought 52 Digital Realty Trust shares in Q1 2026, an estimated $8.89K.
  • Digital Realty Trust made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #426 holding.
  • SHP Wealth Management first reported a position in Digital Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

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