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BFC Planning, Inc.’s Digital Realty Trust DLR Stock Holding History

BFC Planning, 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
Q3 		$2.17M Buy
12,349
+2,791
+29% +$518K 0.08% 235
2026
Q2 		$1.72M Sell
9,558
-1,365
-12% -$261K 0.07% 275
2026
Q1 		$1.97M Buy
10,923
+769
+8% +$131K 0.09% 230
2025
Q4 		$1.57M Buy
10,154
+4,691
+86% +$770K 0.07% 272
2025
Q3 		$945K Sell
5,463
-366
-6% -$62.6K 0.07% 242
2025
Q2 		$1.02M Sell
5,829
-96
-2% -$15.7K 0.08% 219
2025
Q1 		$849K Sell
5,925
-24,278
-80% -$3.95M 0.07% 231
2024
Q4 		$5.36M Buy
30,203
+257
+0.9% +$45.6K 0.45% 42
2024
Q3 		$4.85M Buy
+29,946
New +$4.59M 0.42% 48

Other funds holding DLR

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BFC Planning, Inc.'s DLR Position: Q3 2026 in Review

BFC Planning, Inc. increased its Digital Realty Trust (DLR) stake by 29% in Q3 2026, buying an estimated $518K and bringing the position to 12,349 shares worth $2.17M. The position accounts for 0.08% of the portfolio, ranked #235.

BFC Planning, Inc. first reported a position in DLR in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.36M in Q4 2024. 1,038 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • BFC Planning, Inc. held 12,349 shares of Digital Realty Trust worth $2.17M as of Q3 2026.
  • BFC Planning, Inc. bought 2,791 Digital Realty Trust shares in Q3 2026, an estimated $518K.
  • Digital Realty Trust made up 0.08% of BFC Planning, Inc.'s portfolio in Q3 2026, its #235 holding.
  • BFC Planning, Inc. first reported a position in Digital Realty Trust in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Digital Realty Trust position peaked at $5.36M in Q4 2024.
  • 1,038 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.