Cornerstone Planning Group’s Digital Realty Trust DLR Stock Holding History

Cornerstone Planning Group’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	$51.1K	Buy	287 +6	+2%	+$1.15K	0.01%	401
2026 Q1	$55.2K	Buy	281 +50	+22%	+$8.55K	0.01%	373
2025 Q4	$37.8K	Sell	231 -238	-51%	-$39.1K	0.01%	413
2025 Q3	$21.8K	Buy	469 +339	+261%	+$58K	﹤0.01%	554
2025 Q2	$22.4K	Buy	130 +9	+7%	+$1.47K	﹤0.01%	394
2025 Q1	$18.3K	Buy	121 +29	+32%	+$4.72K	﹤0.01%	432
2024 Q4	$15.2K	Buy	92 +5	+6%	+$887	﹤0.01%	351
2024 Q3	$15.8K	Buy	87 +4	+5%	+$613	﹤0.01%	341
2024 Q2	$12K	Buy	83 +77	+1,283%	+$11.1K	﹤0.01%	400
2024 Q1	$882	Buy	+6	New	+$848	﹤0.01%	806

Other funds holding DLR

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's DLR Position: Q2 2026 in Review

Cornerstone Planning Group increased its Digital Realty Trust (DLR) stake by 2.1% in Q2 2026, buying an estimated $1.15K and bringing the position to 287 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #401.

Cornerstone Planning Group first reported a position in DLR in Q1 2024 and has held it in 10 quarters since. The position peaked at $55.2K in Q1 2026. 742 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Cornerstone Planning Group held 287 shares of Digital Realty Trust worth $51.1K as of Q2 2026.
Cornerstone Planning Group bought 6 Digital Realty Trust shares in Q2 2026, an estimated $1.15K.
Digital Realty Trust made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #401 holding.
Cornerstone Planning Group first reported a position in Digital Realty Trust in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Digital Realty Trust position peaked at $55.2K in Q1 2026.
742 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.