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Estate Planners Group’s Digital Realty Trust DLR Stock Holding History

Estate Planners 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
Q1 		– Sell
-64
Closed -$9.9K – 154
2025
Q4 		$9.9K Buy
+64
New +$10.5K ﹤0.01% 282

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Estate Planners Group's DLR Position: Q1 2026 in Review

Estate Planners Group sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 64 shares — an estimated $9.9K sold.

Estate Planners Group first reported a position in DLR in Q4 2025 and held it in 1 quarter. The position peaked at $9.9K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Estate Planners Group reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 64 Digital Realty Trust shares in Q1 2026, an estimated $9.9K.
  • Estate Planners Group first reported a position in Digital Realty Trust in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Digital Realty Trust position peaked at $9.9K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.