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

Spire 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 		$104K Sell
579
-340
-37% -$65.1K ﹤0.01% 966
2026
Q1 		$166K Sell
919
-265
-22% -$45.3K 0.01% 840
2025
Q4 		$183K Sell
1,184
-303
-20% -$49.8K 0.01% 815
2025
Q3 		$257K Sell
1,487
-2
-0.1% -$342 0.01% 717
2025
Q2 		$260K Sell
1,489
-1,999
-57% -$327K 0.01% 695
2025
Q1 		$500K Buy
3,488
+384
+12% +$62.5K 0.02% 559
2024
Q4 		$550K Buy
3,104
+217
+8% +$38.5K 0.02% 526
2024
Q3 		$467K Buy
2,887
+3
+0.1% +$460 0.02% 534
2024
Q2 		$438K Sell
2,884
-71
-2% -$10.2K 0.02% 514
2024
Q1 		$426K Sell
2,955
-65
-2% -$9.19K 0.01% 561
2023
Q4 		$415K Buy
3,020
+344
+13% +$44.4K 0.01% 560
2023
Q3 		$324K Sell
2,676
-1
-0% -$123 0.01% 577
2023
Q2 		$305K Sell
2,677
-245
-8% -$24.2K 0.01% 611
2023
Q1 		$287K Buy
2,922
+1,636
+127% +$172K 0.01% 623
2022
Q4 		$129K Buy
1,286
+166
+15% +$16.9K 0.01% 657
2022
Q3 		$111K Sell
1,120
-4,208
-79% -$516K 0.01% 676
2022
Q2 		$692K Sell
5,328
-3,394
-39% -$469K 0.03% 403
2022
Q1 		$1.24M Buy
8,722
+123
+1% +$17.8K 0.03% 349
2021
Q4 		$1.52M Sell
8,599
-600
-7% -$96.1K 0.03% 357
2021
Q3 		$1.33M Sell
9,199
-320
-3% -$50.2K 0.04% 351
2021
Q2 		$1.43M Sell
9,519
-1,523
-14% -$230K 0.04% 345
2021
Q1 		$1.56M Buy
+11,042
New +$1.53M 0.04% 333

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

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

Spire Wealth Management reduced its Digital Realty Trust (DLR) stake by 37% in Q2 2026, selling an estimated $65.1K and leaving 579 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Spire Wealth Management first reported a position in DLR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.56M in Q1 2021. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Spire Wealth Management held 579 shares of Digital Realty Trust worth $104K as of Q2 2026.
  • Spire Wealth Management sold 340 Digital Realty Trust shares in Q2 2026, an estimated $65.1K.
  • Digital Realty Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #966 holding.
  • Spire Wealth Management first reported a position in Digital Realty Trust in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Digital Realty Trust position peaked at $1.56M in Q1 2021.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.