Turtle Creek Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Turtle Creek Wealth Advisors’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	$345K	Buy	1,923 +145	+8%	+$27.8K	0.02%	339
2026 Q1	$320K	Buy	+1,778	New	+$304K	0.02%	304
2025 Q4	–	Sell	-1,585	Closed	-$274K	–	396
2025 Q3	$274K	Buy	1,585 +96	+6%	+$16.4K	0.02%	294
2025 Q2	$260K	Buy	+1,489	New	+$243K	0.03%	233
2024 Q1	–	Sell	-241	Closed	-$32.4K	–	361
2023 Q4	$32.4K	Buy	+241	New	+$31.1K	0.01%	334

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Turtle Creek Wealth Advisors's DLR Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Digital Realty Trust (DLR) stake by 8.2% in Q2 2026, buying an estimated $27.8K and bringing the position to 1,923 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #339.

Turtle Creek Wealth Advisors first reported a position in DLR in Q4 2023 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Turtle Creek Wealth Advisors held 1,923 shares of Digital Realty Trust worth $345K as of Q2 2026.
Turtle Creek Wealth Advisors bought 145 Digital Realty Trust shares in Q2 2026, an estimated $27.8K.
Digital Realty Trust made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #339 holding.
Turtle Creek Wealth Advisors first reported a position in Digital Realty Trust in Q4 2023 and has held it in 5 quarters since.
588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.