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Action Point Financial Planning’s Digital Realty Trust DLR Stock Holding History

Action Point Financial Planning’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 		$18.1K Buy
+103
New +$19.7K ﹤0.01% 1167

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

Action Point Financial Planning's DLR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Digital Realty Trust (DLR) in Q2 2026: 103 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #1167 among its holdings.

1,319 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Action Point Financial Planning held 103 shares of Digital Realty Trust worth $18.1K as of Q2 2026.
  • Digital Realty Trust was a new Action Point Financial Planning position in Q2 2026.
  • Digital Realty Trust made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1167 holding.
  • 1,319 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.