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Willner & Heller’s Digital Realty Trust DLR Stock Holding History

Willner & Heller’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
2025
Q4 		– Sell
-3,504
Closed -$606K – 168
2025
Q3 		$606K Buy
3,504
+25
+0.7% +$4.28K 0.47% 71
2025
Q2 		$607K Buy
3,479
+24
+0.7% +$3.92K 0.51% 64
2025
Q1 		$495K Buy
3,455
+53
+2% +$8.62K 0.46% 76
2024
Q4 		$603K Hold
3,402
– – 0.53% 57
2024
Q3 		$551K Buy
3,402
+26
+0.8% +$3.99K 0.49% 62
2024
Q2 		$513K Buy
3,376
+27
+0.8% +$3.88K 0.49% 65
2024
Q1 		$482K Buy
3,349
+56
+2% +$7.91K 0.48% 71
2023
Q4 		$443K Buy
+3,293
New +$425K 0.49% 72
2022
Q4 		$227K Buy
+2,261
New +$231K 0.32% 116

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Willner & Heller's DLR Position: Q4 2025 in Review

Willner & Heller sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 3,504 shares — an estimated $606K sold.

Willner & Heller first reported a position in DLR in Q4 2022 and held it in 9 quarters. The position peaked at $607K in Q2 2025. 1,190 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

  • Willner & Heller reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Willner & Heller sold 3,504 Digital Realty Trust shares in Q4 2025, an estimated $606K.
  • Willner & Heller first reported a position in Digital Realty Trust in Q4 2022 and held it in 9 quarters.
  • Willner & Heller's Digital Realty Trust position peaked at $607K in Q2 2025.
  • 1,190 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on Willner & Heller's 13F filing for Q4 2025, filed 12 Jan 2026.