BankPlus Wealth Management’s Digital Realty Trust DLR Stock Holding History

BankPlus Wealth 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	$511K	Buy	2,845 +33	+1%	+$6.32K	0.23%	69
2026 Q1	$507K	Sell	2,812 -161	-5%	-$27.5K	0.26%	66
2025 Q4	$460K	Sell	2,973 -94	-3%	-$15.4K	0.25%	74
2025 Q3	$530K	Buy	3,067 +167	+6%	+$28.6K	0.31%	62
2025 Q2	$505K	Buy	2,900 +96	+3%	+$15.7K	0.34%	59
2025 Q1	$402K	Buy	2,804 +124	+5%	+$20.2K	0.3%	73
2024 Q4	$475K	Buy	+2,680	New	+$475K	0.35%	58

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

BankPlus Wealth Management's DLR Position: Q2 2026 in Review

BankPlus Wealth Management increased its Digital Realty Trust (DLR) stake by 1.2% in Q2 2026, buying an estimated $6.32K and bringing the position to 2,845 shares worth $511K. The position accounts for 0.23% of the portfolio, ranked #69.

BankPlus Wealth Management first reported a position in DLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q3 2025. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

BankPlus Wealth Management held 2,845 shares of Digital Realty Trust worth $511K as of Q2 2026.
BankPlus Wealth Management bought 33 Digital Realty Trust shares in Q2 2026, an estimated $6.32K.
Digital Realty Trust made up 0.23% of BankPlus Wealth Management's portfolio in Q2 2026, its #69 holding.
BankPlus Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Digital Realty Trust position peaked at $530K in Q3 2025.
517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.