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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
Q2 		– Sell
-361
Closed -$65K – 744
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 $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

Twin Peaks Wealth Advisors's DLR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Digital Realty Trust (DLR) in Q2 2026, closing a stake of 361 shares — an estimated $65K sold.

Twin Peaks Wealth Advisors first reported a position in DLR in Q2 2025 and held it in 2 quarters. The position peaked at $65K in Q1 2026. 1,329 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Digital Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 361 Digital Realty Trust shares in Q2 2026, an estimated $65K.
  • Twin Peaks Wealth Advisors first reported a position in Digital Realty Trust in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Digital Realty Trust position peaked at $65K in Q1 2026.
  • 1,329 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.