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Trueblood Wealth Management’s Digital Realty Trust DLR Stock Holding History

Trueblood Wealth 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 		$337K Buy
1,878
+4
+0.2% +$766 0.12% 197
2026
Q1 		$338K Sell
1,874
-11
-0.6% -$1.88K 0.13% 194
2025
Q4 		$292K Sell
1,885
-354
-16% -$58.1K 0.11% 205
2025
Q3 		$387K Sell
2,239
-28
-1% -$4.79K 0.15% 175
2025
Q2 		$395K Buy
2,267
+52
+2% +$8.5K 0.17% 172
2025
Q1 		$317K Buy
2,215
+126
+6% +$20.5K 0.15% 182
2024
Q4 		$370K Buy
2,089
+28
+1% +$4.97K 0.18% 161
2024
Q3 		$334K Buy
2,061
+61
+3% +$9.35K 0.17% 164
2024
Q2 		$304K Buy
2,000
+47
+2% +$6.75K 0.17% 160
2024
Q1 		$281K Buy
1,953
+421
+27% +$59.5K 0.16% 166
2023
Q4 		$206K Buy
+1,532
New +$198K 0.13% 199

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
Bank of America
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

Trueblood Wealth Management's DLR Position: Q2 2026 in Review

Trueblood Wealth Management increased its Digital Realty Trust (DLR) stake by 0.21% in Q2 2026, buying an estimated $766 and bringing the position to 1,878 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #197.

Trueblood Wealth Management first reported a position in DLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $395K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Trueblood Wealth Management held 1,878 shares of Digital Realty Trust worth $337K as of Q2 2026.
  • Trueblood Wealth Management bought 4 Digital Realty Trust shares in Q2 2026, an estimated $766.
  • Digital Realty Trust made up 0.12% of Trueblood Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Trueblood Wealth Management first reported a position in Digital Realty Trust in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Digital Realty Trust position peaked at $395K in Q2 2025.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.