EFG
DLR icon

Elm3 Financial Group’s Digital Realty Trust DLR Stock Holding History

Elm3 Financial 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
2025
Q4 		– Sell
-1,307
Closed -$226K – 114
2025
Q3 		$226K Sell
1,307
-480
-27% -$82.1K 0.19% 103
2025
Q2 		$311K Sell
1,787
-157
-8% -$25.7K 0.26% 85
2025
Q1 		$278K Sell
1,944
-107
-5% -$17.4K 0.24% 82
2024
Q4 		$364K Buy
+2,051
New +$364K 0.31% 59

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Elm3 Financial Group's DLR Position: Q4 2025 in Review

Elm3 Financial Group sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 1,307 shares — an estimated $226K sold.

Elm3 Financial Group first reported a position in DLR in Q4 2024 and held it in 4 quarters. The position peaked at $364K in Q4 2024. 1,185 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

  • Elm3 Financial Group reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 1,307 Digital Realty Trust shares in Q4 2025, an estimated $226K.
  • Elm3 Financial Group first reported a position in Digital Realty Trust in Q4 2024 and held it in 4 quarters.
  • Elm3 Financial Group's Digital Realty Trust position peaked at $364K in Q4 2024.
  • 1,185 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on Elm3 Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.