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CBIZ Investment Advisory Services’s Digital Realty Trust DLR Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-26
Closed -$4.05K – 502
2025
Q4 		$4.05K Sell
26
-5
-16% -$821 ﹤0.01% 544
2025
Q3 		$5.36K Buy
31
+5
+19% +$855 ﹤0.01% 434
2025
Q2 		$4.53K Buy
26
+23
+767% +$3.76K ﹤0.01% 442
2025
Q1 		$430 Buy
+3
New +$488 ﹤0.01% 581

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBIZ Investment Advisory Services's DLR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 26 shares — an estimated $4.05K sold.

CBIZ Investment Advisory Services first reported a position in DLR in Q1 2025 and held it in 4 quarters. The position peaked at $5.36K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 26 Digital Realty Trust shares in Q1 2026, an estimated $4.05K.
  • CBIZ Investment Advisory Services first reported a position in Digital Realty Trust in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Digital Realty Trust position peaked at $5.36K in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.