TAFW
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Tred Avon Family Wealth’s Digital Realty Trust DLR Stock Holding History

Tred Avon Family Wealth’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 Hold
6,781
– – 0.37% 68
2026
Q1 		$1.22M Buy
6,781
+1,000
+17% +$171K 0.41% 60
2025
Q4 		$894K Hold
5,781
– – 0.29% 89
2025
Q3 		$999K Buy
+5,781
New +$988K 0.34% 77

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Tred Avon Family Wealth's DLR Position: Q2 2026 in Review

Tred Avon Family Wealth held its Digital Realty Trust (DLR) position steady in Q2 2026 at 6,781 shares worth $1.22M. The position accounts for 0.37% of the portfolio, ranked #68.

Tred Avon Family Wealth first reported a position in DLR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Tred Avon Family Wealth held 6,781 shares of Digital Realty Trust worth $1.22M as of Q2 2026.
  • Tred Avon Family Wealth left its Digital Realty Trust share count unchanged in Q2 2026.
  • Digital Realty Trust made up 0.37% of Tred Avon Family Wealth's portfolio in Q2 2026, its #68 holding.
  • Tred Avon Family Wealth first reported a position in Digital Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Digital Realty Trust position peaked at $1.22M in Q1 2026.
  • 1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.