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Access Financial Services’s Digital Realty Trust DLR Stock Holding History

Access Financial Services’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
Q2 		– Sell
-9,016
Closed -$1.29M – 100
2025
Q1 		$1.29M Buy
9,016
+923
+11% +$150K 0.52% 44
2024
Q4 		$1.44M Sell
8,093
-126
-2% -$22.4K 0.64% 39
2024
Q3 		$1.33M Sell
8,219
-1,054
-11% -$162K 0.61% 48
2024
Q2 		$1.41M Buy
9,273
+966
+12% +$139K 0.64% 42
2024
Q1 		$1.2M Sell
8,307
-85
-1% -$12K 0.53% 55
2023
Q4 		$1.13M Sell
8,392
-2,445
-23% -$316K 0.58% 56
2023
Q3 		$1.31M Sell
10,837
-1,909
-15% -$234K 0.79% 41
2023
Q2 		$1.45M Buy
12,746
+397
+3% +$39.3K 0.85% 38
2023
Q1 		$1.21M Buy
12,349
+1,981
+19% +$209K 0.74% 41
2022
Q4 		$1.04M Buy
10,368
+2,386
+30% +$244K 0.63% 46
2022
Q3 		$792K Buy
7,982
+302
+4% +$37K 0.51% 59
2022
Q2 		$997K Buy
7,680
+1,650
+27% +$228K 0.57% 56
2022
Q1 		$855K Buy
+6,030
New +$871K 0.41% 69

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Access Financial Services's DLR Position: Q2 2025 in Review

Access Financial Services sold out of Digital Realty Trust (DLR) in Q2 2025, closing a stake of 9,016 shares — an estimated $1.29M sold.

Access Financial Services first reported a position in DLR in Q1 2022 and held it in 13 quarters. The position peaked at $1.45M in Q2 2023. 1,228 funds tracked by Wall St. Rank hold DLR as of Q2 2025.

  • Access Financial Services reported no remaining Digital Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Access Financial Services sold 9,016 Digital Realty Trust shares in Q2 2025, an estimated $1.29M.
  • Access Financial Services first reported a position in Digital Realty Trust in Q1 2022 and held it in 13 quarters.
  • Access Financial Services's Digital Realty Trust position peaked at $1.45M in Q2 2023.
  • 1,228 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2025.

Based on Access Financial Services's 13F filing for Q2 2025, filed 18 Jul 2025.