Bard Financial Services’s Digital Realty Trust DLR Stock Holding History

Bard Financial 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
2025 Q3	$465K	Sell	2,690 -250	-9%	-$42.7K	0.05%	154
2025 Q2	$513K	Sell	2,940 -500	-15%	-$81.8K	0.06%	145
2025 Q1	$493K	Hold	3,440	–	–	0.06%	149
2024 Q4	$610K	Hold	3,440	–	–	0.07%	135
2024 Q3	$557K	Hold	3,440	–	–	0.07%	142
2024 Q2	$523K	Hold	3,440	–	–	0.05%	150
2024 Q1	$495K	Hold	3,440	–	–	0.05%	155
2023 Q4	$463K	Hold	3,440	–	–	0.05%	160
2023 Q3	$416K	Buy	3,440 +275	+9%	+$33.8K	0.05%	158
2023 Q2	$360K	Sell	3,165 -550	-15%	-$54.4K	0.03%	240
2023 Q1	$365K	Sell	3,715 -75	-2%	-$7.91K	0.03%	237
2022 Q4	$380K	Sell	3,790 -800	-17%	-$81.6K	0.03%	226
2022 Q3	$455K	Hold	4,590	–	–	0.04%	199
2022 Q2	$596K	Buy	4,590 +625	+16%	+$86.3K	0.05%	181
2022 Q1	$562K	Buy	3,965 +675	+21%	+$97.5K	0.05%	184
2021 Q4	$582K	Buy	3,290 +250	+8%	+$40K	0.05%	178
2021 Q3	$439K	Sell	3,040 -125	-4%	-$19.6K	0.04%	189
2021 Q2	$476K	Buy	3,165 +225	+8%	+$34K	0.04%	190
2021 Q1	$414K	Buy	2,940 +375	+15%	+$51.8K	0.04%	192
2020 Q4	$358K	Buy	+2,565	New	+$367K	0.04%	196

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bard Financial Services's DLR Position: Q3 2025 in Review

Bard Financial Services reduced its Digital Realty Trust (DLR) stake by 8.5% in Q3 2025, selling an estimated $42.7K and leaving 2,690 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #154.

Bard Financial Services first reported a position in DLR in Q4 2020 and has held it in 20 quarters since. The position peaked at $610K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold DLR as of Q3 2025.

Bard Financial Services held 2,690 shares of Digital Realty Trust worth $465K as of Q3 2025.
Bard Financial Services sold 250 Digital Realty Trust shares in Q3 2025, an estimated $42.7K.
Digital Realty Trust made up 0.05% of Bard Financial Services's portfolio in Q3 2025, its #154 holding.
Bard Financial Services first reported a position in Digital Realty Trust in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Digital Realty Trust position peaked at $610K in Q4 2024.
1,222 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.