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 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

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

Total Wealth Planning & Management's DLR Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Digital Realty Trust (DLR) stake by 9.8% in Q2 2026, selling an estimated $141K and leaving 6,780 shares worth $1.22M. The position accounts for 0.82% of the portfolio, ranked #27.

Total Wealth Planning & Management first reported a position in DLR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2026. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Total Wealth Planning & Management held 6,780 shares of Digital Realty Trust worth $1.22M as of Q2 2026.
Total Wealth Planning & Management sold 737 Digital Realty Trust shares in Q2 2026, an estimated $141K.
Digital Realty Trust made up 0.82% of Total Wealth Planning & Management's portfolio in Q2 2026, its #27 holding.
Total Wealth Planning & Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Digital Realty Trust position peaked at $1.35M in Q1 2026.
1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.