Strategic Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Strategic Wealth Partners’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	$13.6M	Buy	75,563 +22,732	+43%	+$4.35M	0.84%	44
2026 Q1	$9.52M	Buy	52,831 +9,493	+22%	+$1.62M	0.66%	55
2025 Q4	$6.7M	Sell	43,338 -25,839	-37%	-$4.24M	0.46%	68
2025 Q3	$12M	Buy	69,177 +2,120	+3%	+$362K	0.89%	30
2025 Q2	$11.7M	Buy	+67,057	New	+$11M	0.92%	27
2024 Q4	$5.68M	Buy	34,471 +14,304	+71%	+$2.54M	0.47%	73
2024 Q3	$3.26M	Buy	20,167 +16,257	+416%	+$2.49M	0.31%	85
2024 Q2	$594K	Buy	3,910 +745	+24%	+$107K	0.06%	178
2024 Q1	$456K	Buy	+3,165	New	+$447K	0.05%	201
2019 Q4	–	Sell	-22	Closed	-$2	–	219
2019 Q3	$2	Buy	+22	New	+$2.68K	﹤0.01%	686

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Strategic Wealth Partners's DLR Position: Q2 2026 in Review

Strategic Wealth Partners increased its Digital Realty Trust (DLR) stake by 43% in Q2 2026, buying an estimated $4.35M and bringing the position to 75,563 shares worth $13.6M. The position accounts for 0.84% of the portfolio, ranked #44.

Strategic Wealth Partners first reported a position in DLR in Q3 2019 and has held it in 10 quarters since. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Strategic Wealth Partners held 75,563 shares of Digital Realty Trust worth $13.6M as of Q2 2026.
Strategic Wealth Partners bought 22,732 Digital Realty Trust shares in Q2 2026, an estimated $4.35M.
Digital Realty Trust made up 0.84% of Strategic Wealth Partners's portfolio in Q2 2026, its #44 holding.
Strategic Wealth Partners first reported a position in Digital Realty Trust in Q3 2019 and has held it in 10 quarters since.
1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.