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Walled Lake Planning & Wealth Management’s Digital Realty Trust DLR Stock Holding History

Walled Lake Planning & 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 		$328K Buy
1,825
+12
+0.7% +$2.3K 0.08% 104
2026
Q1 		$327K Buy
1,813
+26
+1% +$4.44K 0.1% 103
2025
Q4 		$277K Hold
1,787
– – 0.09% 112
2025
Q3 		$309K Buy
1,787
+12
+0.7% +$2.05K 0.1% 108
2025
Q2 		$309K Buy
1,775
+13
+0.7% +$2.13K 0.1% 105
2025
Q1 		$252K Buy
1,762
+27
+2% +$4.39K 0.09% 114
2024
Q4 		$308K Hold
1,735
– – 0.11% 106
2024
Q3 		$281K Buy
1,735
+13
+0.8% +$1.99K 0.11% 104
2024
Q2 		$262K Buy
1,722
+14
+0.8% +$2.01K 0.11% 97
2024
Q1 		$246K Buy
1,708
+30
+2% +$4.24K 0.1% 92
2023
Q4 		$226K Hold
1,678
– – 0.11% 91
2023
Q3 		$203K Buy
+1,678
New +$206K 0.1% 90
2022
Q3 		– Sell
-1,583
Closed -$206K – 79
2022
Q2 		$206K Buy
1,583
+14
+0.9% +$1.93K 0.14% 69
2022
Q1 		$222K Buy
1,569
+25
+2% +$3.61K 0.13% 81
2021
Q4 		$273K Hold
1,544
– – 0.16% 74
2021
Q3 		$223K Sell
1,544
-22
-1% -$3.45K 0.14% 71
2021
Q2 		$236K Buy
1,566
+11
+0.7% +$1.66K 0.15% 68
2021
Q1 		$219K Buy
1,555
+21
+1% +$2.9K 0.15% 69
2020
Q4 		$214K Buy
1,534
+1,500
+4,412% +$215K 0.16% 66
2020
Q3 		$5K Hold
34
– – ﹤0.01% 249
2020
Q2 		$5K Sell
34
-38,562
-100% -$5.46M ﹤0.01% 238
2020
Q1 		$5.36M Sell
38,596
-853
-2% -$108K 4.9% 1
2019
Q4 		$4.72M Buy
+39,449
New +$4.86M 3.41% 13

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

Walled Lake Planning & Wealth Management's DLR Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Digital Realty Trust (DLR) stake by 0.66% in Q2 2026, buying an estimated $2.3K and bringing the position to 1,825 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #104.

Walled Lake Planning & Wealth Management first reported a position in DLR in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.36M in Q1 2020. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 1,825 shares of Digital Realty Trust worth $328K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 12 Digital Realty Trust shares in Q2 2026, an estimated $2.3K.
  • Digital Realty Trust made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Digital Realty Trust in Q4 2019 and has held it in 23 quarters since.
  • Walled Lake Planning & Wealth Management's Digital Realty Trust position peaked at $5.36M in Q1 2020.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.