Frank Rimerman Advisors’s Digital Realty Trust DLR Stock Holding History

Frank Rimerman Advisors’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 Q3	$770K	Sell	4,389 -29	-0.7%	-$5.38K	0.04%	311
2026 Q2	$793K	Buy	4,418 +4	+0.1%	+$766	0.04%	303
2026 Q1	$795K	Buy	4,414 +111	+3%	+$19K	0.05%	285
2025 Q4	$666K	Sell	4,303 -5	-0.1%	-$821	0.04%	314
2025 Q3	$745K	Sell	4,308 -25	-0.6%	-$4.28K	0.05%	279
2025 Q2	$755K	Sell	4,333 -301	-6%	-$49.2K	0.05%	260
2025 Q1	$664K	Buy	4,634 +161	+4%	+$26.2K	0.05%	260
2024 Q4	$793K	Sell	4,473 -223	-5%	-$39.6K	0.06%	225
2024 Q3	$760K	Sell	4,696 -7	-0.1%	-$1.07K	0.05%	262
2024 Q2	$715K	Buy	4,703 +4,688	+31,253%	+$673K	0.05%	273
2024 Q1	$2.16K	Hold	15	–	–	﹤0.01%	274
2023 Q4	$2.02K	Buy	+15	New	+$1.94K	﹤0.01%	264

Other funds holding DLR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Frank Rimerman Advisors's DLR Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Digital Realty Trust (DLR) stake by 0.66% in Q3 2026, selling an estimated $5.38K and leaving 4,389 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #311.

Frank Rimerman Advisors first reported a position in DLR in Q4 2023 and has held it in 12 quarters since. The position peaked at $795K in Q1 2026. 1,081 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

Frank Rimerman Advisors held 4,389 shares of Digital Realty Trust worth $770K as of Q3 2026.
Frank Rimerman Advisors sold 29 Digital Realty Trust shares in Q3 2026, an estimated $5.38K.
Digital Realty Trust made up 0.04% of Frank Rimerman Advisors's portfolio in Q3 2026, its #311 holding.
Frank Rimerman Advisors first reported a position in Digital Realty Trust in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Digital Realty Trust position peaked at $795K in Q1 2026.
1,081 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.