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Waldron Private Wealth’s Digital Realty Trust DLR Stock Holding History

Waldron Private Wealth’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 		$393K Sell
2,186
-752
-26% -$144K 0.01% 259
2026
Q1 		$529K Buy
2,938
+419
+17% +$71.6K 0.02% 211
2025
Q4 		$390K Hold
2,519
– – 0.02% 234
2025
Q3 		$435K Hold
2,519
– – 0.02% 216
2025
Q2 		$439K Sell
2,519
-1
-0% -$164 0.02% 204
2025
Q1 		$361K Buy
+2,520
New +$410K 0.02% 221

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

Waldron Private Wealth's DLR Position: Q2 2026 in Review

Waldron Private Wealth reduced its Digital Realty Trust (DLR) stake by 26% in Q2 2026, selling an estimated $144K and leaving 2,186 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #259.

Waldron Private Wealth first reported a position in DLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $529K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Waldron Private Wealth held 2,186 shares of Digital Realty Trust worth $393K as of Q2 2026.
  • Waldron Private Wealth sold 752 Digital Realty Trust shares in Q2 2026, an estimated $144K.
  • Digital Realty Trust made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #259 holding.
  • Waldron Private Wealth first reported a position in Digital Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • Waldron Private Wealth's Digital Realty Trust position peaked at $529K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.