Compass Financial Management’s Digital Realty Trust DLR Stock Holding History

Compass Financial 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	$399K	Buy	+2,103	New	+$403K	0.05%	301

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Compass Financial Management's DLR Position: Q2 2026 in Review

Compass Financial Management opened a new position in Digital Realty Trust (DLR) in Q2 2026: 2,103 shares worth $399K. The stake represents 0.05% of the portfolio and ranks #301 among its holdings.

1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Compass Financial Management held 2,103 shares of Digital Realty Trust worth $399K as of Q2 2026.
Digital Realty Trust was a new Compass Financial Management position in Q2 2026.
Digital Realty Trust made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #301 holding.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.