Convergence Financial’s Digital Realty Trust DLR Stock Holding History

Convergence Financial’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	$732K	Buy	4,062 +1,096	+37%	+$187K	0.08%	121
2025 Q4	$459K	Sell	2,966 -362	-11%	-$59.4K	0.07%	130
2025 Q3	$575K	Sell	3,328 -364	-10%	-$62.2K	0.09%	116
2025 Q2	$644K	Sell	3,692 -307	-8%	-$50.2K	0.11%	99
2025 Q1	$573K	Sell	3,999 -495	-11%	-$80.5K	0.11%	94
2024 Q4	$797K	Buy	4,494 +195	+5%	+$34.6K	0.16%	69
2024 Q3	$696K	Sell	4,299 -1,416	-25%	-$217K	0.15%	76
2024 Q2	$869K	Buy	+5,715	New	+$821K	0.23%	58

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Financial's DLR Position: Q1 2026 in Review

Convergence Financial increased its Digital Realty Trust (DLR) stake by 37% in Q1 2026, buying an estimated $187K and bringing the position to 4,062 shares worth $732K. The position accounts for 0.08% of the portfolio, ranked #121.

Convergence Financial first reported a position in DLR in Q2 2024 and has held it in 8 quarters since. The position peaked at $869K in Q2 2024. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Convergence Financial held 4,062 shares of Digital Realty Trust worth $732K as of Q1 2026.
Convergence Financial bought 1,096 Digital Realty Trust shares in Q1 2026, an estimated $187K.
Digital Realty Trust made up 0.08% of Convergence Financial's portfolio in Q1 2026, its #121 holding.
Convergence Financial first reported a position in Digital Realty Trust in Q2 2024 and has held it in 8 quarters since.
Convergence Financial's Digital Realty Trust position peaked at $869K in Q2 2024.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.