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Benedict Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Benedict Financial Advisors’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 		$3.09M Sell
17,193
-233
-1% -$44.6K 0.6% 59
2026
Q1 		$3.14M Buy
17,426
+29
+0.2% +$4.96K 0.65% 53
2025
Q4 		$2.69M Sell
17,397
-84
-0.5% -$13.8K 0.57% 64
2025
Q3 		$3.02M Buy
17,481
+29
+0.2% +$4.96K 0.66% 52
2025
Q2 		$3.04M Sell
17,452
-7
-0% -$1.15K 0.69% 53
2025
Q1 		$2.5M Sell
17,459
-59
-0.3% -$9.6K 0.58% 62
2024
Q4 		$3.11M Sell
17,518
-111
-0.6% -$19.7K 0.75% 52
2024
Q3 		$2.85M Sell
17,629
-475
-3% -$72.8K 0.67% 57
2024
Q2 		$2.75M Sell
18,104
-103
-0.6% -$14.8K 0.7% 52
2024
Q1 		$2.62M Buy
18,207
+84
+0.5% +$11.9K 0.67% 57
2023
Q4 		$2.44M Hold
18,123
– – 0.66% 58
2023
Q3 		$2.19M Sell
18,123
-57
-0.3% -$7K 0.63% 61
2023
Q2 		$2.07M Sell
18,180
-57
-0.3% -$5.64K 0.57% 69
2023
Q1 		$1.79M Sell
18,237
-1,406
-7% -$148K 0.5% 71
2022
Q4 		$1.97M Sell
19,643
-2,381
-11% -$243K 0.58% 58
2022
Q3 		$2.18M Buy
22,024
+390
+2% +$47.8K 0.7% 53
2022
Q2 		$2.81M Buy
21,634
+606
+3% +$83.7K 0.83% 46
2022
Q1 		$2.98M Buy
21,028
+682
+3% +$98.5K 0.8% 51
2021
Q4 		$3.6M Buy
20,346
+95
+0.5% +$15.2K 0.94% 44
2021
Q3 		$2.92M Buy
20,251
+312
+2% +$48.9K 0.82% 48
2021
Q2 		$3M Buy
19,939
+598
+3% +$90.4K 0.83% 46
2021
Q1 		$2.72M Buy
19,341
+2,750
+17% +$380K 0.79% 49
2020
Q4 		$2.31M Buy
16,591
+1,400
+9% +$200K 0.83% 44
2020
Q3 		$2.23M Buy
15,191
+13,603
+857% +$2.04M 0.86% 43
2020
Q2 		$226K Buy
+1,588
New +$225K 0.09% 99

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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

Benedict Financial Advisors's DLR Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Digital Realty Trust (DLR) stake by 1.3% in Q2 2026, selling an estimated $44.6K and leaving 17,193 shares worth $3.09M. The position accounts for 0.6% of the portfolio, ranked #59.

Benedict Financial Advisors first reported a position in DLR in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.6M in Q4 2021. 1,304 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Benedict Financial Advisors held 17,193 shares of Digital Realty Trust worth $3.09M as of Q2 2026.
  • Benedict Financial Advisors sold 233 Digital Realty Trust shares in Q2 2026, an estimated $44.6K.
  • Digital Realty Trust made up 0.6% of Benedict Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Benedict Financial Advisors first reported a position in Digital Realty Trust in Q2 2020 and has held it in 25 quarters since.
  • Benedict Financial Advisors's Digital Realty Trust position peaked at $3.6M in Q4 2021.
  • 1,304 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.