American Institute for Advanced Investment Management’s Digital Realty Trust DLR Stock Holding History

American Institute for Advanced 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	$250K	Buy	1,390 +15	+1%	+$2.87K	0.14%	144
2026 Q1	$248K	Sell	1,375 -1,430	-51%	-$244K	0.16%	139
2025 Q4	$434K	Sell	2,805 -885	-24%	-$145K	0.28%	89
2025 Q3	$638K	Sell	3,690 -285	-7%	-$48.7K	0.42%	71
2025 Q2	$693K	Sell	3,975 -2,435	-38%	-$398K	0.49%	56
2025 Q1	$918K	Sell	6,410 -760	-11%	-$124K	0.7%	44
2024 Q4	$1.27M	Buy	7,170 +130	+2%	+$23.1K	0.95%	30
2024 Q3	$1.14M	Buy	7,040 +4,660	+196%	+$715K	0.82%	36
2024 Q2	$362K	Buy	2,380 +725	+44%	+$104K	0.28%	92
2024 Q1	$238K	Hold	1,655	–	–	0.19%	118
2023 Q4	$223K	Hold	1,655	–	–	0.2%	113
2023 Q3	$200K	Buy	+1,655	New	+$203K	0.19%	115
2022 Q3	–	Sell	-1,830	Closed	-$238K	–	102
2022 Q2	$238K	Hold	1,830	–	–	0.21%	99
2022 Q1	$259K	Hold	1,830	–	–	0.19%	101
2021 Q4	$324K	Hold	1,830	–	–	0.22%	92
2021 Q3	$264K	Buy	1,830 +180	+11%	+$28.2K	0.19%	105
2021 Q2	$248K	Hold	1,650	–	–	0.17%	107
2021 Q1	$232K	Hold	1,650	–	–	0.18%	102
2020 Q4	$230K	Hold	1,650	–	–	0.18%	96
2020 Q3	$242K	Hold	1,650	–	–	0.22%	86
2020 Q2	$234K	Hold	1,650	–	–	0.22%	84
2020 Q1	$229K	Buy	+1,650	New	+$210K	0.25%	80

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

American Institute for Advanced Investment Management's DLR Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Digital Realty Trust (DLR) stake by 1.1% in Q2 2026, buying an estimated $2.87K and bringing the position to 1,390 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #144.

American Institute for Advanced Investment Management first reported a position in DLR in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

American Institute for Advanced Investment Management held 1,390 shares of Digital Realty Trust worth $250K as of Q2 2026.
American Institute for Advanced Investment Management bought 15 Digital Realty Trust shares in Q2 2026, an estimated $2.87K.
Digital Realty Trust made up 0.14% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #144 holding.
American Institute for Advanced Investment Management first reported a position in Digital Realty Trust in Q1 2020 and has held it in 22 quarters since.
American Institute for Advanced Investment Management's Digital Realty Trust position peaked at $1.27M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.