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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
Q3 		$3.03M Buy
17,248
+55
+0.3% +$10.2K 0.6% 57
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Benedict Financial Advisors's DLR Position: Q3 2026 in Review

Benedict Financial Advisors increased its Digital Realty Trust (DLR) stake by 0.32% in Q3 2026, buying an estimated $10.2K and bringing the position to 17,248 shares worth $3.03M. The position accounts for 0.6% of the portfolio, ranked #57.

Benedict Financial Advisors first reported a position in DLR in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.6M in Q4 2021. 45 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Benedict Financial Advisors held 17,248 shares of Digital Realty Trust worth $3.03M as of Q3 2026.
  • Benedict Financial Advisors bought 55 Digital Realty Trust shares in Q3 2026, an estimated $10.2K.
  • Digital Realty Trust made up 0.6% of Benedict Financial Advisors's portfolio in Q3 2026, its #57 holding.
  • Benedict Financial Advisors first reported a position in Digital Realty Trust in Q2 2020 and has held it in 26 quarters since.
  • Benedict Financial Advisors's Digital Realty Trust position peaked at $3.6M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.