Agate Pass Investment Management’s Digital Realty Trust DLR Stock Holding History

Agate Pass Investment Management’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	$712K	Sell	3,965 -1,000	-20%	-$192K	0.26%	74
2026 Q1	$895K	Hold	4,965	–	–	0.35%	66
2025 Q4	$768K	Hold	4,965	–	–	0.29%	75
2025 Q3	$858K	Hold	4,965	–	–	0.33%	68
2025 Q2	$866K	Sell	4,965 -25	-0.5%	-$4.09K	0.36%	70
2025 Q1	$715K	Hold	4,990	–	–	0.31%	77
2024 Q4	$885K	Buy	+4,990	New	+$885K	0.4%	63

Other funds holding DLR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Agate Pass Investment Management's DLR Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Digital Realty Trust (DLR) stake by 20% in Q2 2026, selling an estimated $192K and leaving 3,965 shares worth $712K. The position accounts for 0.26% of the portfolio, ranked #74.

Agate Pass Investment Management first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $895K in Q1 2026. 293 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Agate Pass Investment Management held 3,965 shares of Digital Realty Trust worth $712K as of Q2 2026.
Agate Pass Investment Management sold 1,000 Digital Realty Trust shares in Q2 2026, an estimated $192K.
Digital Realty Trust made up 0.26% of Agate Pass Investment Management's portfolio in Q2 2026, its #74 holding.
Agate Pass Investment Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
Agate Pass Investment Management's Digital Realty Trust position peaked at $895K in Q1 2026.
293 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.