TWPM
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Total Wealth Planning & Management’s Digital Realty Trust DLR Stock Holding History

Total Wealth Planning & 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 		$1.35M Buy
7,517
+5,814
+341% +$994K 1% 21
2025
Q4 		$263K Buy
+1,703
New +$280K 0.2% 176
2025
Q2 		$701K Buy
4,023
+1
+0% +$164 0.57% 51
2025
Q1 		$576K Buy
4,022
+2,754
+217% +$448K 0.55% 55
2024
Q4 		$225K Buy
+1,268
New +$225K 0.2% 167

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Total Wealth Planning & Management's DLR Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Digital Realty Trust (DLR) stake by 341% in Q1 2026, buying an estimated $994K and bringing the position to 7,517 shares worth $1.35M. The position accounts for 1% of the portfolio, ranked #21.

Total Wealth Planning & Management first reported a position in DLR in Q4 2024 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Total Wealth Planning & Management held 7,517 shares of Digital Realty Trust worth $1.35M as of Q1 2026.
  • Total Wealth Planning & Management bought 5,814 Digital Realty Trust shares in Q1 2026, an estimated $994K.
  • Digital Realty Trust made up 1% of Total Wealth Planning & Management's portfolio in Q1 2026, its #21 holding.
  • Total Wealth Planning & Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 5 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.