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Forum Financial Management’s Digital Realty Trust DLR Stock Holding History

Forum Financial 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
2026
Q2 		$354K Sell
1,972
-20
-1% -$3.83K ﹤0.01% 250
2026
Q1 		$359K Sell
1,992
-199
-9% -$34K 0.01% 238
2025
Q4 		$339K Sell
2,191
-9
-0.4% -$1.48K ﹤0.01% 683
2025
Q3 		$380K Buy
2,200
+19
+0.9% +$3.25K 0.01% 597
2025
Q2 		$380K Buy
2,181
+387
+22% +$63.3K 0.01% 532
2025
Q1 		$257K Sell
1,794
-3
-0.2% -$488 ﹤0.01% 678
2024
Q4 		$319K Buy
1,797
+142
+9% +$25.2K 0.01% 577
2024
Q3 		$268K Sell
1,655
-19
-1% -$2.91K ﹤0.01% 573
2024
Q2 		$255K Sell
1,674
-3
-0.2% -$431 ﹤0.01% 547
2024
Q1 		$242K Buy
1,677
+8
+0.5% +$1.13K ﹤0.01% 607
2023
Q4 		$225K Hold
1,669
– – ﹤0.01% 589
2023
Q3 		$202K Buy
+1,669
New +$205K ﹤0.01% 596

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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

Forum Financial Management's DLR Position: Q2 2026 in Review

Forum Financial Management reduced its Digital Realty Trust (DLR) stake by 1% in Q2 2026, selling an estimated $3.83K and leaving 1,972 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Forum Financial Management first reported a position in DLR in Q3 2023 and has held it in 12 quarters since. The position peaked at $380K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Forum Financial Management held 1,972 shares of Digital Realty Trust worth $354K as of Q2 2026.
  • Forum Financial Management sold 20 Digital Realty Trust shares in Q2 2026, an estimated $3.83K.
  • Digital Realty Trust made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #250 holding.
  • Forum Financial Management first reported a position in Digital Realty Trust in Q3 2023 and has held it in 12 quarters since.
  • Forum Financial Management's Digital Realty Trust position peaked at $380K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.