Superior Planning, LLC’s Digital Realty Trust DLR Stock Holding History

Superior Planning, LLC’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 Q3	$6.67K	Buy	+38	New	+$7.05K	﹤0.01%	1096

Other funds holding DLR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's DLR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Digital Realty Trust (DLR) in Q3 2026: 38 shares worth $6.67K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings.

934 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

Superior Planning, LLC held 38 shares of Digital Realty Trust worth $6.67K as of Q3 2026.
Digital Realty Trust was a new Superior Planning, LLC position in Q3 2026.
Digital Realty Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1096 holding.
934 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.