Broadwater Capital’s Digital Realty Trust DLR Stock Holding History

Broadwater Capital’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	$71.8K	Sell	400 -240	-38%	-$46K	0.05%	96
2026 Q1	$99K	Hold	640	–	–	0.07%	86
2025 Q4	$99K	Hold	640	–	–	0.07%	86
2025 Q3	$111K	Sell	640 -110,931	-99%	-$19M	0.08%	88
2025 Q2	$112M	Buy	111,571 +110,931	+17,333%	+$18.1M	0.09%	88
2025 Q1	$91.7K	Hold	640	–	–	0.07%	96
2024 Q4	$113K	Hold	640	–	–	0.09%	89
2024 Q3	$104K	Hold	640	–	–	0.08%	98
2024 Q2	$97.3K	Sell	640 -960	-60%	-$138K	0.08%	95
2024 Q1	$230K	Hold	1,600	–	–	0.18%	74
2023 Q4	$215K	Buy	+1,600	New	+$207K	0.17%	76

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Broadwater Capital's DLR Position: Q2 2026 in Review

Broadwater Capital reduced its Digital Realty Trust (DLR) stake by 38% in Q2 2026, selling an estimated $46K and leaving 400 shares worth $71.8K. The position accounts for 0.05% of the portfolio, ranked #96.

Broadwater Capital first reported a position in DLR in Q4 2023 and has held it in 11 quarters since. The position peaked at $112M in Q2 2025. 631 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Broadwater Capital held 400 shares of Digital Realty Trust worth $71.8K as of Q2 2026.
Broadwater Capital sold 240 Digital Realty Trust shares in Q2 2026, an estimated $46K.
Digital Realty Trust made up 0.05% of Broadwater Capital's portfolio in Q2 2026, its #96 holding.
Broadwater Capital first reported a position in Digital Realty Trust in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Digital Realty Trust position peaked at $112M in Q2 2025.
631 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.