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 Q3	$498K	Sell	2,836 -9	-0.3%	-$1.67K	0.22%	71
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BankPlus Wealth Management's DLR Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Digital Realty Trust (DLR) stake by 0.32% in Q3 2026, selling an estimated $1.67K and leaving 2,836 shares worth $498K. The position accounts for 0.22% of the portfolio, ranked #71.

BankPlus Wealth Management first reported a position in DLR in Q4 2024 and has held it in 8 quarters since. The position peaked at $530K in Q3 2025. 729 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

BankPlus Wealth Management held 2,836 shares of Digital Realty Trust worth $498K as of Q3 2026.
BankPlus Wealth Management sold 9 Digital Realty Trust shares in Q3 2026, an estimated $1.67K.
Digital Realty Trust made up 0.22% of BankPlus Wealth Management's portfolio in Q3 2026, its #71 holding.
BankPlus Wealth Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's Digital Realty Trust position peaked at $530K in Q3 2025.
729 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.