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 Q3	$1.25M	Buy	7,104 +324	+5%	+$60.1K	0.93%	23
2026 Q2	$1.22M	Sell	6,780 -737	-10%	-$141K	0.82%	27
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Total Wealth Planning & Management's DLR Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Digital Realty Trust (DLR) stake by 4.8% in Q3 2026, buying an estimated $60.1K and bringing the position to 7,104 shares worth $1.25M. The position accounts for 0.93% of the portfolio, ranked #23.

Total Wealth Planning & Management first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2026. 665 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

Total Wealth Planning & Management held 7,104 shares of Digital Realty Trust worth $1.25M as of Q3 2026.
Total Wealth Planning & Management bought 324 Digital Realty Trust shares in Q3 2026, an estimated $60.1K.
Digital Realty Trust made up 0.93% of Total Wealth Planning & Management's portfolio in Q3 2026, its #23 holding.
Total Wealth Planning & Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Digital Realty Trust position peaked at $1.35M in Q1 2026.
665 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.