Carderock Capital Management’s Digital Realty Trust DLR Stock Holding History

Carderock Capital Management’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	–	Sell	-1,600	Closed	-$288K	–	70
2026 Q1	$288K	Hold	1,600	–	–	0.07%	62
2025 Q4	$248K	Hold	1,600	–	–	0.06%	60
2025 Q3	$277K	Hold	1,600	–	–	0.07%	64
2025 Q2	$279K	Hold	1,600	–	–	0.07%	65
2025 Q1	$229K	Sell	1,600 -100	-6%	-$16.3K	0.06%	67
2024 Q4	$301K	Hold	1,700	–	–	0.08%	66
2024 Q3	$275K	Hold	1,700	–	–	0.07%	65
2024 Q2	$258K	Hold	1,700	–	–	0.07%	62
2024 Q1	$245K	Hold	1,700	–	–	0.07%	61
2023 Q4	$229K	Sell	1,700 -100	-6%	-$12.9K	0.06%	59
2023 Q3	$218K	Hold	1,800	–	–	0.07%	56
2023 Q2	$205K	Hold	1,800	–	–	0.06%	58
2023 Q1	$177K	Buy	+1,800	New	+$190K	0.06%	62
2022 Q3	–	Sell	-1,900	Closed	-$247K	–	66
2022 Q2	$247K	Hold	1,900	–	–	0.1%	63
2022 Q1	$269K	Sell	1,900 -100	-5%	-$14.4K	0.09%	66
2021 Q4	$354K	Buy	+2,000	New	+$320K	0.09%	66

Other funds holding DLR

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Carderock Capital Management's DLR Position: Q2 2026 in Review

Carderock Capital Management sold out of Digital Realty Trust (DLR) in Q2 2026, closing a stake of 1,600 shares — an estimated $288K sold.

Carderock Capital Management first reported a position in DLR in Q4 2021 and held it in 16 quarters. The position peaked at $354K in Q4 2021. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Carderock Capital Management reported no remaining Digital Realty Trust position as of Q2 2026 after selling out during the quarter.
Carderock Capital Management sold 1,600 Digital Realty Trust shares in Q2 2026, an estimated $288K.
Carderock Capital Management first reported a position in Digital Realty Trust in Q4 2021 and held it in 16 quarters.
Carderock Capital Management's Digital Realty Trust position peaked at $354K in Q4 2021.
517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.