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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Partners's DLR Position: Q1 2026 in Review

Strategic Wealth Partners increased its Digital Realty Trust (DLR) stake by 22% in Q1 2026, buying an estimated $1.62M and bringing the position to 52,831 shares worth $9.52M. The position accounts for 0.66% of the portfolio, ranked #55.

Strategic Wealth Partners first reported a position in DLR in Q3 2019 and has held it in 9 quarters since. The position peaked at $12M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Strategic Wealth Partners held 52,831 shares of Digital Realty Trust worth $9.52M as of Q1 2026.
Strategic Wealth Partners bought 9,493 Digital Realty Trust shares in Q1 2026, an estimated $1.62M.
Digital Realty Trust made up 0.66% of Strategic Wealth Partners's portfolio in Q1 2026, its #55 holding.
Strategic Wealth Partners first reported a position in Digital Realty Trust in Q3 2019 and has held it in 9 quarters since.
Strategic Wealth Partners's Digital Realty Trust position peaked at $12M in Q3 2025.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.