Digital Realty Trust, Inc.
MX ˙ BMV ˙ US2538681030
SecurityMX:DLR / Digital Realty Trust, Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership23,645 shares
Latest Disclosed Value $ 4,261,042
Lyell Wealth Management, Lp reports 59.92% decrease in ownership of DLR / Digital Realty Trust, Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 23,645 shares of Digital Realty Trust, Inc. (MX:DLR) valued at $4,261,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 58,992 shares of Digital Realty Trust, Inc.. This represents a change in shares of -59.92% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 23,645 -35,347 -59.92 4,261 -53.31 0.3131
2026-02-11 2025-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 58,992 -601 -1.01 9,127 -11.42 0.6609
2025-11-06 2025-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 59,593 174 0.29 10,302 -0.54 0.7652
2025-07-29 2025-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 59,419 1,457 2.51 10,358 24.72 0.8182
2025-05-08 2025-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 57,962 2,510 4.53 8,305 -15.54 0.7763
2025-02-03 2024-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 55,452 457 0.83 9,833 10.50 0.8814
2024-10-23 2024-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 54,995 1,009 1.87 8,900 8.42 0.8092
2024-08-08 2024-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 53,986 3,314 6.54 8,209 12.47 0.7837
2024-05-03 2024-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 50,672 2,325 4.81 7,299 12.17 0.7421
2024-02-02 2023-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 48,347 5,197 12.04 6,507 24.59 0.7397
2023-10-31 2023-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 43,150 -4,470 -9.39 5,222 -3.69 0.7023
2023-08-04 2023-06-30 13F DIGITAL RLTY TR INC COM REIT 253868103 47,620 4,510 10.46 5,422 27.94 0.6930
2023-05-03 2023-03-31 13F DIGITAL RLTY TR INC COM REIT 253868103 43,110 -1,827 -4.07 4,238 -5.93 0.5933
2023-01-24 2022-12-31 13F DIGITAL RLTY TR INC COM REIT 253868103 44,937 -6,230 -12.18 4,506 -11.23 0.7116
2022-10-24 2022-09-30 13F DIGITAL RLTY TR INC COM REIT 253868103 51,167 -400 -0.78 5,075 -24.20 0.8641
2022-07-28 2022-06-30 13F DIGITAL RLTY TR COM 253868103 51,567 -205 -0.40 6,695 -8.80 1.0918
2022-05-04 2022-03-31 13F DIGITAL RLTY TR COM 253868103 51,772 902 1.77 7,341 -18.93 0.9448
2022-02-08 2021-12-31 13F DIGITAL RLTY TR COM 253868103 50,870 1,996 4.08 9,055 28.26 1.0336
2021-11-10 2021-09-30 13F DIGITAL RLTY TR COM 253868103 48,874 2,218 4.75 7,060 0.57 0.8586
2021-08-09 2021-06-30 13F DIGITAL RLTY TR COM 253868103 46,656 1,162 2.55 7,020 9.57 0.8689
2021-05-07 2021-03-31 13F DIGITAL RLTY TR COM 253868103 45,494 -1,585 -3.37 6,407 -3.23 0.9333
2021-02-04 2020-12-31 13F DIGITAL RLTY TR COM 253868103 47,079 2,138 4.76 6,621 0.38 1.0574
2020-11-04 2020-09-30 13F DIGITAL RLTY TR COM 253868103 44,941 4,206 10.33 6,596 13.94 1.2357
2020-07-30 2020-06-30 13F DIGITAL RLTY TR COM 253868103 40,735 4,414 12.15 5,789 14.75 1.2699
2020-05-11 2020-03-31 13F DIGITAL RLTY TR COM 253868103 36,321 1,003 2.84 5,045 18.18 1.5082
2020-02-05 2019-12-31 13F DIGITAL RLTY TR COM 253868103 35,318 -1,575 -4.27 4,269 -10.86 1.1399
2019-11-06 2019-09-30 13F DIGITAL RLTY TR COM 253868103 36,893 2,239 6.46 4,789 17.32 1.4392
2019-08-01 2019-06-30 13F DIGITAL RLTY TR COM 253868103 34,654 7,539 27.80 4,082 26.50 1.2305
2019-05-06 2019-03-31 13F DIGITAL RLTY TR COM 253868103 27,115 27,115 3,227 1.0773
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.