Western Wealth Management’s Digital Realty Trust DLR Stock Holding History

Western 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	$813K	Buy	4,525 +4	+0.1%	+$766	0.03%	536
2026 Q1	$815K	Sell	4,521 -159	-3%	-$27.2K	0.03%	506
2025 Q4	$724K	Buy	4,680 +392	+9%	+$64.4K	0.03%	427
2025 Q3	$741K	Sell	4,288 -13	-0.3%	-$2.22K	0.04%	364
2025 Q2	$750K	Sell	4,301 -479	-10%	-$78.3K	0.04%	328
2025 Q1	$685K	Buy	4,780 +1,029	+27%	+$167K	0.05%	319
2024 Q4	$665K	Buy	3,751 +165	+5%	+$29.3K	0.04%	310
2024 Q3	$580K	Buy	3,586 +114	+3%	+$17.5K	0.03%	425
2024 Q2	$528K	Sell	3,472 -105	-3%	-$15.1K	0.04%	353
2024 Q1	$515K	Buy	3,577 +134	+4%	+$18.9K	0.04%	359
2023 Q4	$463K	Buy	3,443 +53	+2%	+$6.85K	0.03%	437
2023 Q3	$410K	Buy	+3,390	New	+$416K	0.03%	433
2023 Q2	–	Sell	-6,355	Closed	-$625K	–	651
2023 Q1	$625K	Buy	6,355 +1,993	+46%	+$210K	0.06%	319
2022 Q4	$437K	Sell	4,362 -3,841	-47%	-$392K	0.04%	366
2022 Q3	$819K	Buy	8,203 +1,550	+23%	+$190K	0.05%	356
2022 Q2	$853K	Buy	6,653 +898	+16%	+$124K	0.05%	340
2022 Q1	$816K	Buy	5,755 +3,982	+225%	+$575K	0.04%	387
2021 Q4	$314K	Buy	+1,773	New	+$284K	0.03%	454
2021 Q2	$283K	Buy	+1,887	New	+$285K	0.03%	511
2020 Q2	–	Sell	-1,560	Closed	-$217K	–	435
2020 Q1	$217K	Buy	+1,560	New	+$198K	0.05%	325
2019 Q4	–	Sell	-1,536	Closed	-$200K	–	404
2019 Q3	$200K	Buy	+1,536	New	+$187K	0.04%	374
2019 Q2	–	Sell	-1,672	Closed	-$200K	–	406
2019 Q1	$200K	Buy	+1,672	New	+$187K	0.04%	365

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Western Wealth Management's DLR Position: Q2 2026 in Review

Western Wealth Management increased its Digital Realty Trust (DLR) stake by 0.09% in Q2 2026, buying an estimated $766 and bringing the position to 4,525 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #536.

Western Wealth Management first reported a position in DLR in Q1 2019 and has held it in 22 quarters since. The position peaked at $853K in Q2 2022. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Western Wealth Management held 4,525 shares of Digital Realty Trust worth $813K as of Q2 2026.
Western Wealth Management bought 4 Digital Realty Trust shares in Q2 2026, an estimated $766.
Digital Realty Trust made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #536 holding.
Western Wealth Management first reported a position in Digital Realty Trust in Q1 2019 and has held it in 22 quarters since.
Western Wealth Management's Digital Realty Trust position peaked at $853K in Q2 2022.
1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.