Creative Planning’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.6M | Buy |
247,514
+22,828
| +10% | +$3.9M | 0.03% | 237 |
|
|
2025
Q4 | $34.8M | Sell |
224,686
-1,764
| -0.8% | -$290K | 0.02% | 262 |
|
|
2025
Q3 | $39.1M | Buy |
226,450
+60,579
| +37% | +$10.4M | 0.03% | 233 |
|
|
2025
Q2 | $28.9M | Buy |
165,871
+8,390
| +5% | +$1.37M | 0.02% | 257 |
|
|
2025
Q1 | $22.6M | Buy |
157,481
+933
| +0.6% | +$152K | 0.02% | 296 |
|
|
2024
Q4 | $27.8M | Sell |
156,548
-9,208
| -6% | -$1.63M | 0.03% | 234 |
|
|
2024
Q3 | $26.8M | Buy |
165,756
+1,130
| +0.7% | +$173K | 0.03% | 227 |
|
|
2024
Q2 | $25M | Buy |
164,626
+3,706
| +2% | +$532K | 0.03% | 229 |
|
|
2024
Q1 | $23.2M | Buy |
160,920
+4,330
| +3% | +$612K | 0.03% | 234 |
|
|
2023
Q4 | $21.1M | Sell |
156,590
-100,434
| -39% | -$13M | 0.04% | 235 |
|
|
2023
Q3 | $31.1M | Buy |
257,024
+232,668
| +955% | +$28.6M | 0.04% | 178 |
|
|
2023
Q2 | $2.77M | Buy |
24,356
+2,075
| +9% | +$205K | ﹤0.01% | 699 |
|
|
2023
Q1 | $2.19M | Sell |
22,281
-2,013
| -8% | -$212K | ﹤0.01% | 748 |
|
|
2022
Q4 | $2.44M | Buy |
24,294
+5,680
| +31% | +$580K | ﹤0.01% | 687 |
|
|
2022
Q3 | $1.85M | Buy |
18,614
+2,192
| +13% | +$269K | ﹤0.01% | 726 |
|
|
2022
Q2 | $2.13M | Buy |
16,422
+1,855
| +13% | +$256K | ﹤0.01% | 696 |
|
|
2022
Q1 | $2.07M | Sell |
14,567
-467
| -3% | -$67.5K | ﹤0.01% | 715 |
|
|
2021
Q4 | $2.66M | Sell |
15,034
-217
| -1% | -$34.8K | ﹤0.01% | 607 |
|
|
2021
Q3 | $2.2M | Buy |
15,251
+1,136
| +8% | +$178K | ﹤0.01% | 657 |
|
|
2021
Q2 | $2.12M | Sell |
14,115
-2,980
| -17% | -$450K | ﹤0.01% | 659 |
|
|
2021
Q1 | $2.41M | Buy |
17,095
+301
| +2% | +$41.6K | ﹤0.01% | 647 |
|
|
2020
Q4 | $2.34M | Buy |
16,794
+1,614
| +11% | +$231K | 0.01% | 606 |
|
|
2020
Q3 | $2.23M | Buy |
15,180
+1,107
| +8% | +$166K | 0.01% | 531 |
|
|
2020
Q2 | $2M | Sell |
14,073
-1,783
| -11% | -$252K | 0.01% | 496 |
|
|
2020
Q1 | $2.2M | Sell |
15,856
-943
| -6% | -$120K | 0.01% | 400 |
|
|
2019
Q4 | $2.01M | Buy |
16,799
+243
| +1% | +$29.9K | 0.01% | 514 |
|
|
2019
Q3 | $2.15M | Sell |
16,556
-412
| -2% | -$50.1K | 0.01% | 473 |
|
|
2019
Q2 | $2M | Buy |
16,968
+4,857
| +40% | +$578K | 0.01% | 496 |
|
|
2019
Q1 | $1.44M | Buy |
12,111
+761
| +7% | +$84.9K | 0.01% | 587 |
|
|
2018
Q4 | $1.21M | Sell |
11,350
-1,068
| -9% | -$118K | 0.01% | 603 |
|
|
2018
Q3 | $1.4M | Buy |
12,418
+697
| +6% | +$83.4K | 0.01% | 614 |
|
|
2018
Q2 | $1.31M | Buy |
11,721
+1,041
| +10% | +$110K | 0.01% | 605 |
|
|
2018
Q1 | $1.13M | Buy |
10,680
+476
| +5% | +$50.2K | ﹤0.01% | 671 |
|
|
2017
Q4 | $1.16M | Sell |
10,204
-9,976
| -49% | -$1.17M | 0.01% | 653 |
|
|
2017
Q3 | $2.39M | Buy |
20,180
+3,095
| +18% | +$358K | 0.01% | 411 |
|
|
2017
Q2 | $1.93M | Buy |
17,085
+2,788
| +20% | +$319K | 0.01% | 445 |
|
|
2017
Q1 | $1.52M | Sell |
14,297
-1,646
| -10% | -$173K | 0.01% | 521 |
|
|
2016
Q4 | $1.57M | Sell |
15,943
-740
| -4% | -$68.8K | 0.01% | 477 |
|
|
2016
Q3 | $1.62M | Buy |
16,683
+545
| +3% | +$55.4K | 0.01% | 438 |
|
|
2016
Q2 | $1.76M | Buy |
16,138
+10,278
| +175% | +$976K | 0.01% | 367 |
|
|
2016
Q1 | $519K | Sell |
5,860
-248
| -4% | -$20.1K | ﹤0.01% | 734 |
|
|
2015
Q4 | $462K | Buy |
6,108
+239
| +4% | +$17.2K | ﹤0.01% | 800 |
|
|
2015
Q3 | $383K | Buy |
+5,869
| New | +$383K | ﹤0.01% | 854 |
|
|
2015
Q2 | – | Sell |
-5,666
| Closed | -$374K | – | 1559 |
|
|
2015
Q1 | $374K | Sell |
5,666
-540
| -9% | -$37K | ﹤0.01% | 872 |
|
|
2014
Q4 | $411K | Buy |
6,206
+4,728
| +320% | +$316K | ﹤0.01% | 770 |
|
|
2014
Q3 | $92K | Buy |
1,478
+454
| +44% | +$28.8K | ﹤0.01% | 1534 |
|
|
2014
Q2 | $60K | Buy |
1,024
+662
| +183% | +$37.1K | ﹤0.01% | 1755 |
|
|
2014
Q1 | $19K | Sell |
362
-312
| -46% | -$16.2K | ﹤0.01% | 2406 |
|
|
2013
Q4 | $33K | Buy |
674
+72
| +12% | +$3.58K | ﹤0.01% | 1878 |
|
|
2013
Q3 | $32K | Buy |
602
+213
| +55% | +$12.1K | ﹤0.01% | 1792 |
|
|
2013
Q2 | $24K | Buy |
+389
| New | +$25.4K | ﹤0.01% | 1819 |
|
Other funds holding DLR
VPM
VCM
AAMU
Creative Planning's DLR Position: Q1 2026 in Review
Creative Planning increased its Digital Realty Trust (DLR) stake by 10% in Q1 2026, buying an estimated $3.9M and bringing the position to 247,514 shares worth $44.6M. The position accounts for 0.03% of the portfolio, ranked #237.
Creative Planning first reported a position in DLR in Q2 2013 and has held it in 51 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.
- Creative Planning held 247,514 shares of Digital Realty Trust worth $44.6M as of Q1 2026.
- Creative Planning bought 22,828 Digital Realty Trust shares in Q1 2026, an estimated $3.9M.
- Digital Realty Trust made up 0.03% of Creative Planning's portfolio in Q1 2026, its #237 holding.
- Creative Planning first reported a position in Digital Realty Trust in Q2 2013 and has held it in 51 quarters since.
- 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.