Brian Low Financial Group
DLR icon

Brian Low Financial Group’s Digital Realty Trust DLR Stock Holding History

Brian Low Financial Group’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 		$1.66M Buy
9,451
+428
+5% +$79.4K 0.92% 40
2026
Q2 		$1.62M Buy
9,023
+3,375
+60% +$646K 0.95% 40
2026
Q1 		$1.02M Buy
5,648
+733
+15% +$125K 0.69% 50
2025
Q4 		$760K Sell
4,915
-1,810
-27% -$297K 0.54% 64
2025
Q3 		$1.16M Buy
6,725
+1,341
+25% +$229K 0.9% 31
2025
Q2 		$939K Buy
+5,384
New +$880K 0.88% 28

Other funds holding DLR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Brian Low Financial Group's DLR Position: Q3 2026 in Review

Brian Low Financial Group increased its Digital Realty Trust (DLR) stake by 4.7% in Q3 2026, buying an estimated $79.4K and bringing the position to 9,451 shares worth $1.66M. The position accounts for 0.92% of the portfolio, ranked #40.

Brian Low Financial Group first reported a position in DLR in Q2 2025 and has held it in 6 quarters since. 1,081 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Brian Low Financial Group held 9,451 shares of Digital Realty Trust worth $1.66M as of Q3 2026.
  • Brian Low Financial Group bought 428 Digital Realty Trust shares in Q3 2026, an estimated $79.4K.
  • Digital Realty Trust made up 0.92% of Brian Low Financial Group's portfolio in Q3 2026, its #40 holding.
  • Brian Low Financial Group first reported a position in Digital Realty Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.