WealthShield Partners’s Digital Realty Trust DLR Stock Holding History

WealthShield Partners’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	$1.79M	Sell	9,932 -8,102	-45%	-$1.38M	0.2%	135
2025 Q4	$2.79M	Buy	18,034 +581	+3%	+$95.4K	0.31%	94
2025 Q3	$3.02M	Buy	17,453 +324	+2%	+$55.4K	0.34%	83
2025 Q2	$2.99M	Buy	17,129 +735	+4%	+$120K	0.36%	77
2025 Q1	$2.35M	Buy	16,394 +882	+6%	+$143K	0.3%	97
2024 Q4	$2.77M	Sell	15,512 -480	-3%	-$85.2K	0.39%	75
2024 Q3	$2.59M	Buy	15,992 +3,971	+33%	+$609K	0.35%	83
2024 Q2	$1.83M	Buy	12,021 +971	+9%	+$139K	0.28%	98
2024 Q1	$1.59M	Buy	11,050 +3,937	+55%	+$556K	0.26%	113
2023 Q4	$966K	Buy	+7,113	New	+$919K	0.16%	145
2021 Q3	–	Sell	-79	Closed	-$12K	–	346
2021 Q2	$12K	Buy	79 +27	+52%	+$4.08K	﹤0.01%	730
2021 Q1	$7K	Buy	+52	New	+$7.19K	﹤0.01%	882

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's DLR Position: Q1 2026 in Review

WealthShield Partners reduced its Digital Realty Trust (DLR) stake by 45% in Q1 2026, selling an estimated $1.38M and leaving 9,932 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #135.

WealthShield Partners first reported a position in DLR in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.02M in Q3 2025. 1,244 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

WealthShield Partners held 9,932 shares of Digital Realty Trust worth $1.79M as of Q1 2026.
WealthShield Partners sold 8,102 Digital Realty Trust shares in Q1 2026, an estimated $1.38M.
Digital Realty Trust made up 0.2% of WealthShield Partners's portfolio in Q1 2026, its #135 holding.
WealthShield Partners first reported a position in Digital Realty Trust in Q1 2021 and has held it in 12 quarters since.
WealthShield Partners's Digital Realty Trust position peaked at $3.02M in Q3 2025.
1,244 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.