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Concurrent Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Concurrent Investment Advisors’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 		$4.45M Buy
24,705
+1,506
+6% +$257K 0.05% 381
2025
Q4 		$3.59M Buy
23,199
+2,127
+10% +$349K 0.04% 411
2025
Q3 		$3.64M Buy
21,072
+461
+2% +$78.8K 0.06% 304
2025
Q2 		$3.59M Buy
20,611
+2,888
+16% +$472K 0.07% 288
2025
Q1 		$2.54M Buy
17,723
+9,881
+126% +$1.61M 0.06% 323
2024
Q4 		$1.39M Buy
7,842
+1,422
+22% +$252K 0.04% 411
2024
Q3 		$1.04M Buy
6,420
+3,121
+95% +$479K 0.03% 450
2024
Q2 		$502K Buy
3,299
+198
+6% +$28.4K 0.02% 584
2024
Q1 		$447K Sell
3,101
-105
-3% -$14.8K 0.02% 579
2023
Q4 		$431K Buy
+3,206
New +$414K 0.02% 527

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concurrent Investment Advisors's DLR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Digital Realty Trust (DLR) stake by 6.5% in Q1 2026, buying an estimated $257K and bringing the position to 24,705 shares worth $4.45M. The position accounts for 0.05% of the portfolio, ranked #381.

Concurrent Investment Advisors first reported a position in DLR in Q4 2023 and has held it in 10 quarters since. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Concurrent Investment Advisors held 24,705 shares of Digital Realty Trust worth $4.45M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,506 Digital Realty Trust shares in Q1 2026, an estimated $257K.
  • Digital Realty Trust made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #381 holding.
  • Concurrent Investment Advisors first reported a position in Digital Realty Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.