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True Wealth Design’s Digital Realty Trust DLR Stock Holding History

True Wealth Design’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 		$3.41K Buy
19
+4
+27% +$766 ﹤0.01% 1488
2026
Q1 		$2.7K Hold
15
– – ﹤0.01% 1423
2025
Q4 		$2.32K Sell
15
-4
-21% -$657 ﹤0.01% 1398
2025
Q3 		$3.25K Hold
19
– – ﹤0.01% 1273
2025
Q2 		$3.27K Buy
19
+9
+90% +$1.47K ﹤0.01% 981
2025
Q1 		$1.4K Buy
10
+6
+150% +$976 ﹤0.01% 1139
2024
Q4 		$669 Buy
+4
New +$710 ﹤0.01% 1037

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

True Wealth Design's DLR Position: Q2 2026 in Review

True Wealth Design increased its Digital Realty Trust (DLR) stake by 27% in Q2 2026, buying an estimated $766 and bringing the position to 19 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

True Wealth Design first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • True Wealth Design held 19 shares of Digital Realty Trust worth $3.41K as of Q2 2026.
  • True Wealth Design bought 4 Digital Realty Trust shares in Q2 2026, an estimated $766.
  • Digital Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1488 holding.
  • True Wealth Design first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.