Finivi Inc’s Digital Realty Trust DLR Stock Holding History

Finivi Inc’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 Q2	$725K	Buy	4,039 +190	+5%	+$36.4K	0.37%	62
2026 Q1	$694K	Buy	3,849 +329	+9%	+$56.2K	0.38%	58
2025 Q4	$545K	Sell	3,520 -118	-3%	-$19.4K	0.32%	65
2025 Q3	$629K	Sell	3,638 -3	-0.1%	-$513	0.4%	59
2025 Q2	$635K	Buy	3,641 +251	+7%	+$41K	0.43%	56
2025 Q1	$486K	Buy	3,390 +60	+2%	+$9.76K	0.39%	59
2024 Q4	$590K	Buy	3,330 +155	+5%	+$27.5K	0.47%	54
2024 Q3	$514K	Buy	+3,175	New	+$487K	0.42%	55
2021 Q4	$1.19M	Buy	+6,709	New	+$1.07M	1.25%	25

Other funds holding DLR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 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

Finivi Inc's DLR Position: Q2 2026 in Review

Finivi Inc increased its Digital Realty Trust (DLR) stake by 4.9% in Q2 2026, buying an estimated $36.4K and bringing the position to 4,039 shares worth $725K. The position accounts for 0.37% of the portfolio, ranked #62.

Finivi Inc first reported a position in DLR in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2021. 1,300 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Finivi Inc held 4,039 shares of Digital Realty Trust worth $725K as of Q2 2026.
Finivi Inc bought 190 Digital Realty Trust shares in Q2 2026, an estimated $36.4K.
Digital Realty Trust made up 0.37% of Finivi Inc's portfolio in Q2 2026, its #62 holding.
Finivi Inc first reported a position in Digital Realty Trust in Q4 2021 and has held it in 9 quarters since.
Finivi Inc's Digital Realty Trust position peaked at $1.19M in Q4 2021.
1,300 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.