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
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 $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

Tred Avon Family Wealth's DLR Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Digital Realty Trust (DLR) stake by 17% in Q1 2026, buying an estimated $171K and bringing the position to 6,781 shares worth $1.22M. The position accounts for 0.41% of the portfolio, ranked #60.

Tred Avon Family Wealth first reported a position in DLR in Q3 2025 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Tred Avon Family Wealth held 6,781 shares of Digital Realty Trust worth $1.22M as of Q1 2026.
  • Tred Avon Family Wealth bought 1,000 Digital Realty Trust shares in Q1 2026, an estimated $171K.
  • Digital Realty Trust made up 0.41% of Tred Avon Family Wealth's portfolio in Q1 2026, its #60 holding.
  • Tred Avon Family Wealth first reported a position in Digital Realty Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.