Creative Financial Designs’s Digital Realty Trust DLR Stock Holding History

Creative Financial Designs’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	$139K	Buy	777 +38	+5%	+$7.28K	0.01%	699
2026 Q1	$133K	Sell	739 -15	-2%	-$2.56K	0.01%	615
2025 Q4	$117K	Buy	754 +70	+10%	+$11.5K	0.01%	625
2025 Q3	$118K	Buy	684 +54	+9%	+$9.23K	0.01%	591
2025 Q2	$110K	Sell	630 -70	-10%	-$11.4K	0.01%	648
2025 Q1	$100K	Buy	700 +59	+9%	+$9.6K	0.01%	617
2024 Q4	$114K	Buy	641 +561	+701%	+$99.5K	0.01%	571
2024 Q3	$12.9K	Hold	80	–	–	﹤0.01%	1136
2024 Q2	$12.2K	Hold	80	–	–	﹤0.01%	1097
2024 Q1	$11.5K	Buy	+80	New	+$11.3K	﹤0.01%	1099
2023 Q4	–	Hold	0	–	–	–	1593
2023 Q3	–	Hold	0	–	–	–	1494
2023 Q2	–	Hold	0	–	–	–	1464
2023 Q1	–	Sell	-25	Closed	-$2.63K	–	1391
2022 Q4	$2.52K	Hold	25	–	–	﹤0.01%	1135
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	1161
2022 Q2	$3K	Sell	25 -113	-82%	-$15.6K	﹤0.01%	1079
2022 Q1	$20K	Buy	138 +2	+1%	+$289	﹤0.01%	762
2021 Q4	$24K	Hold	136	–	–	﹤0.01%	720
2021 Q3	$20K	Hold	136	–	–	﹤0.01%	860
2021 Q2	$20K	Hold	136	–	–	﹤0.01%	851
2021 Q1	$19K	Sell	136 -200	-60%	-$27.6K	﹤0.01%	795
2020 Q4	$47K	Hold	336	–	–	0.01%	524
2020 Q3	$49K	Buy	336 +111	+49%	+$16.6K	0.01%	465
2020 Q2	$32K	Buy	+225	New	+$31.9K	0.01%	495
2018 Q1	–	Sell	-90	Closed	-$10K	–	708
2017 Q4	$10K	Sell	90 -746	-89%	-$87.8K	0.01%	401
2017 Q3	$99K	Sell	836 -258	-24%	-$29.8K	0.06%	185
2017 Q2	$124K	Sell	1,094 -1,388	-56%	-$159K	0.08%	163
2017 Q1	$264K	Sell	2,482 -6,204	-71%	-$653K	0.19%	113
2016 Q4	$853K	Buy	+8,686	New	+$807K	0.7%	43

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Creative Financial Designs's DLR Position: Q2 2026 in Review

Creative Financial Designs increased its Digital Realty Trust (DLR) stake by 5.1% in Q2 2026, buying an estimated $7.28K and bringing the position to 777 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #699.

Creative Financial Designs first reported a position in DLR in Q4 2016 and has held it in 26 quarters since. The position peaked at $853K in Q4 2016. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Creative Financial Designs held 777 shares of Digital Realty Trust worth $139K as of Q2 2026.
Creative Financial Designs bought 38 Digital Realty Trust shares in Q2 2026, an estimated $7.28K.
Digital Realty Trust made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #699 holding.
Creative Financial Designs first reported a position in Digital Realty Trust in Q4 2016 and has held it in 26 quarters since.
Creative Financial Designs's Digital Realty Trust position peaked at $853K in Q4 2016.
1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.