Financial Gravity Asset Management’s Digital Realty Trust DLR Stock Holding History

Financial Gravity Asset Management’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	-12	Closed	-$2.1K	–	807
2025 Q3	$2.1K	Buy	+12	New	+$2.05K	﹤0.01%	764
2024 Q1	–	Sell	-6	Closed	-$937	–	1227
2023 Q4	$937	Buy	+6	New	+$775	﹤0.01%	796
2021 Q3	$151K	Hold	54	–	–	0.07%	241
2021 Q2	$157K	Buy	+54	New	+$8.16K	0.06%	235
2020 Q4	$7K	Buy	+54	New	+$7.72K	0.01%	205
2019 Q4	–	Sell	-3	Closed	-$369	–	251
2019 Q3	$0	Sell	3 -70	-96%	-$8.52K	﹤0.01%	1266
2019 Q2	$9K	Sell	73 -87	-54%	-$10.4K	0.01%	618
2019 Q1	$19K	Buy	+160	New	+$17.9K	0.02%	449
2018 Q3	$293K	Buy	2,756 +465	+20%	+$55.7K	0.31%	56
2018 Q2	$277K	Sell	2,291 -524	-19%	-$55.6K	0.26%	72
2018 Q1	$296K	Buy	+2,815	New	+$297K	0.3%	54

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's DLR Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 12 shares — an estimated $2.1K sold.

Financial Gravity Asset Management first reported a position in DLR in Q1 2018 and held it in 11 quarters. The position peaked at $296K in Q1 2018. 1,190 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

Financial Gravity Asset Management reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 12 Digital Realty Trust shares in Q4 2025, an estimated $2.1K.
Financial Gravity Asset Management first reported a position in Digital Realty Trust in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Digital Realty Trust position peaked at $296K in Q1 2018.
1,190 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.