American Investment Services’s Digital Realty Trust DLR Stock Holding History

American Investment 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
2026 Q1	$546K	Hold	3,030	–	–	0.12%	91
2025 Q4	$469K	Hold	3,030	–	–	0.11%	98
2025 Q3	$524K	Hold	3,030	–	–	0.13%	92
2025 Q2	$528K	Buy	3,030 +35	+1%	+$5.72K	0.13%	88
2025 Q1	$429K	Sell	2,995 -83	-3%	-$13.5K	0.08%	116
2024 Q4	$546K	Hold	3,078	–	–	0.1%	106
2024 Q3	$498K	Hold	3,078	–	–	0.08%	108
2024 Q2	$468K	Sell	3,078 -269	-8%	-$38.6K	0.08%	109
2024 Q1	$482K	Hold	3,347	–	–	0.09%	106
2023 Q4	$450K	Hold	3,347	–	–	0.08%	106
2023 Q3	$405K	Buy	3,347 +388	+13%	+$47.6K	0.09%	103
2023 Q2	$337K	Hold	2,959	–	–	0.07%	114
2023 Q1	$297K	Hold	2,959	–	–	0.06%	115
2022 Q4	$297K	Sell	2,959 -100	-3%	-$10.2K	0.06%	115
2022 Q3	$303K	Sell	3,059 -255	-8%	-$31.3K	0.07%	104
2022 Q2	$430K	Buy	3,314 +100	+3%	+$13.8K	0.1%	89
2022 Q1	$456K	Sell	3,214 -145	-4%	-$21K	0.1%	85
2021 Q4	$594K	Hold	3,359	–	–	0.13%	80
2021 Q3	$485K	Hold	3,359	–	–	0.11%	85
2021 Q2	$505K	Sell	3,359 -723	-18%	-$109K	0.12%	82
2021 Q1	$575K	Sell	4,082 -1,140	-22%	-$158K	0.16%	73
2020 Q4	$729K	Hold	5,222	–	–	0.22%	64
2020 Q3	$766K	Hold	5,222	–	–	0.26%	65
2020 Q2	$742K	Buy	5,222 +1,193	+30%	+$169K	0.26%	64
2020 Q1	$560K	Hold	4,029	–	–	0.21%	81
2019 Q4	$482K	Hold	4,029	–	–	0.15%	102
2019 Q3	$523K	Sell	4,029 -401	-9%	-$48.8K	0.16%	88
2019 Q2	$522K	Hold	4,430	–	–	0.17%	88
2019 Q1	$527K	Hold	4,430	–	–	0.17%	83
2018 Q4	$472K	Sell	4,430 -494	-10%	-$54.6K	0.17%	77
2018 Q3	$554K	Hold	4,924	–	–	0.19%	72
2018 Q2	$549K	Hold	4,924	–	–	0.19%	71
2018 Q1	$519K	Hold	4,924	–	–	0.18%	73
2017 Q4	$561K	Buy	4,924 +649	+15%	+$76.4K	0.21%	68
2017 Q3	$506K	Hold	4,275	–	–	0.19%	72
2017 Q2	$483K	Sell	4,275 -75	-2%	-$8.58K	0.19%	73
2017 Q1	$463K	Hold	4,350	–	–	0.19%	73
2016 Q4	$427K	Buy	4,350 +267	+7%	+$24.8K	0.18%	76
2016 Q3	$397K	Hold	4,083	–	–	0.17%	79
2016 Q2	$445K	Hold	4,083	–	–	0.19%	75
2016 Q1	$361K	Hold	4,083	–	–	0.18%	70
2015 Q4	$309K	Buy	4,083 +677	+20%	+$48.8K	0.17%	72
2015 Q3	$222K	Hold	3,406	–	–	0.12%	76
2015 Q2	$227K	Hold	3,406	–	–	0.12%	79
2015 Q1	$225K	Hold	3,406	–	–	0.12%	75
2014 Q4	$226K	Buy	3,406 +119	+4%	+$7.95K	0.12%	75
2014 Q3	$205K	Buy	+3,287	New	+$209K	0.11%	75

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Investment Services's DLR Position: Q1 2026 in Review

American Investment Services held its Digital Realty Trust (DLR) position steady in Q1 2026 at 3,030 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #91.

American Investment Services first reported a position in DLR in Q3 2014 and has held it in 47 quarters since. The position peaked at $766K in Q3 2020. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

American Investment Services held 3,030 shares of Digital Realty Trust worth $546K as of Q1 2026.
American Investment Services left its Digital Realty Trust share count unchanged in Q1 2026.
Digital Realty Trust made up 0.12% of American Investment Services's portfolio in Q1 2026, its #91 holding.
American Investment Services first reported a position in Digital Realty Trust in Q3 2014 and has held it in 47 quarters since.
American Investment Services's Digital Realty Trust position peaked at $766K in Q3 2020.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.