FineMark National Bank & Trust’s Digital Realty Trust DLR Stock Holding History

FineMark National Bank & Trust’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	$3.53M	Sell	22,815 -25,487	-53%	-$4.19M	0.11%	141
2025 Q3	$8.35M	Sell	48,302 -12,203	-20%	-$2.09M	0.27%	92
2025 Q2	$10.5M	Sell	60,505 -2,013	-3%	-$329K	0.36%	77
2025 Q1	$8.96M	Buy	62,518 +2,537	+4%	+$413K	0.33%	78
2024 Q4	$10.6M	Buy	59,981 +2,016	+3%	+$358K	0.37%	79
2024 Q3	$9.38M	Buy	57,965 +17,382	+43%	+$2.67M	0.33%	82
2024 Q2	$6.17M	Buy	+40,583	New	+$5.83M	0.23%	101
2017 Q1	–	Sell	-300	Closed	-$29K	–	534
2016 Q4	$29K	Hold	300	–	–	﹤0.01%	740
2016 Q3	$29K	Hold	300	–	–	﹤0.01%	729
2016 Q2	$33K	Hold	300	–	–	﹤0.01%	708
2016 Q1	$27K	Sell	300 -271	-47%	-$22K	﹤0.01%	719
2015 Q4	$43K	Buy	571 +119	+26%	+$8.58K	0.01%	634
2015 Q3	$30K	Buy	452 +154	+52%	+$10K	﹤0.01%	760
2015 Q2	$20K	Hold	298	–	–	﹤0.01%	889
2015 Q1	$20K	Hold	298	–	–	﹤0.01%	885
2014 Q4	$20K	Hold	298	–	–	﹤0.01%	907
2014 Q3	$19K	Sell	298 -100	-25%	-$6.35K	﹤0.01%	894
2014 Q2	$23K	Sell	398 -495	-55%	-$27.7K	﹤0.01%	866
2014 Q1	$47K	Buy	893 +518	+138%	+$27K	0.01%	627
2013 Q4	$18K	Hold	375	–	–	﹤0.01%	867
2013 Q3	$20K	Sell	375 -120	-24%	-$6.82K	0.01%	801
2013 Q2	$30K	Buy	+495	New	+$32.3K	0.01%	670

Other funds holding DLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FineMark National Bank & Trust's DLR Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Digital Realty Trust (DLR) stake by 53% in Q4 2025, selling an estimated $4.19M and leaving 22,815 shares worth $3.53M. The position accounts for 0.11% of the portfolio, ranked #141.

FineMark National Bank & Trust first reported a position in DLR in Q2 2013 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2024. 1,185 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

FineMark National Bank & Trust held 22,815 shares of Digital Realty Trust worth $3.53M as of Q4 2025.
FineMark National Bank & Trust sold 25,487 Digital Realty Trust shares in Q4 2025, an estimated $4.19M.
Digital Realty Trust made up 0.11% of FineMark National Bank & Trust's portfolio in Q4 2025, its #141 holding.
FineMark National Bank & Trust first reported a position in Digital Realty Trust in Q2 2013 and has held it in 22 quarters since.
FineMark National Bank & Trust's Digital Realty Trust position peaked at $10.6M in Q4 2024.
1,185 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.