Smallwood Wealth Investment Management’s Digital Realty Trust DLR Stock Holding History

Smallwood Wealth Investment 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	$24.1K	Hold	134	–	–	0.01%	258
2026 Q1	$24.1K	Hold	134	–	–	0.01%	242
2025 Q4	$20.7K	Hold	134	–	–	0.01%	252
2025 Q3	$23.2K	Hold	134	–	–	0.01%	250
2025 Q2	$23.4K	Hold	134	–	–	0.01%	242
2025 Q1	$19.2K	Buy	+134	New	+$21.8K	0.01%	260

Other funds holding DLR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's DLR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Digital Realty Trust (DLR) position steady in Q2 2026 at 134 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #258.

Smallwood Wealth Investment Management first reported a position in DLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.1K in Q1 2026. 479 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Smallwood Wealth Investment Management held 134 shares of Digital Realty Trust worth $24.1K as of Q2 2026.
Smallwood Wealth Investment Management left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #258 holding.
Smallwood Wealth Investment Management first reported a position in Digital Realty Trust in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Digital Realty Trust position peaked at $24.1K in Q1 2026.
479 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.