Whipplewood Advisors’s Digital Realty Trust DLR Stock Holding History

Whipplewood 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	-9	Closed	-$1.62K	–	759
2026 Q1	$1.62K	Buy	+9	New	+$1.54K	﹤0.01%	807
2025 Q3	–	Sell	-9	Closed	-$1.57K	–	541
2025 Q2	$1.57K	Buy	9 +4	+80%	+$654	﹤0.01%	927
2025 Q1	$1.29K	Sell	5 -22	-81%	-$3.58K	﹤0.01%	977
2024 Q4	$4.79K	Buy	+27	New	+$4.79K	﹤0.01%	705

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Whipplewood Advisors's DLR Position: Q2 2026 in Review

Whipplewood Advisors sold out of Digital Realty Trust (DLR) in Q2 2026, closing a stake of 9 shares — an estimated $1.62K sold.

Whipplewood Advisors first reported a position in DLR in Q4 2024 and held it in 4 quarters. The position peaked at $4.79K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Whipplewood Advisors reported no remaining Digital Realty Trust position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 9 Digital Realty Trust shares in Q2 2026, an estimated $1.62K.
Whipplewood Advisors first reported a position in Digital Realty Trust in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Digital Realty Trust position peaked at $4.79K in Q4 2024.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.