TPWA
DLR icon

Twin Peaks Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Twin Peaks 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
Q1 		$65K Buy
+361
New +$61.7K 0.02% 377
2025
Q3 		– Sell
-247
Closed -$41.8K – 664
2025
Q2 		$41.8K Buy
+247
New +$40.4K 0.01% 383

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

Twin Peaks Wealth Advisors's DLR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Digital Realty Trust (DLR) in Q1 2026: 361 shares worth $65K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DLR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DLR in Q2 2025 and has held it in 2 quarters since. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 361 shares of Digital Realty Trust worth $65K as of Q1 2026.
  • Digital Realty Trust was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Digital Realty Trust made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #377 holding.
  • Twin Peaks Wealth Advisors first reported a position in Digital Realty Trust in Q2 2025 and has held it in 2 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.