Independence Bank of Kentucky’s Digital Realty Trust DLR Stock Holding History

Independence Bank of Kentucky’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	$378K	Hold	2,104	–	–	0.04%	235
2026 Q1	$379K	Sell	2,104 -165	-7%	-$28.2K	0.05%	229
2025 Q4	$351K	Buy	2,269 +194	+9%	+$31.9K	0.04%	238
2025 Q3	$359K	Hold	2,075	–	–	0.05%	235
2025 Q2	$362K	Hold	2,075	–	–	0.05%	228
2025 Q1	$297K	Buy	2,075 +41	+2%	+$6.67K	0.05%	240
2024 Q4	$361K	Buy	2,034 +200	+11%	+$35.5K	0.06%	224
2024 Q3	$297K	Buy	1,834 +634	+53%	+$97.2K	0.06%	222
2024 Q2	$182K	Buy	1,200 +100	+9%	+$14.4K	0.05%	238
2024 Q1	$158K	Buy	1,100 +950	+633%	+$134K	0.05%	241
2023 Q4	$20.2K	Buy	150 +109	+266%	+$14.1K	0.01%	372
2023 Q3	$4.96K	Hold	41	–	–	﹤0.01%	434
2023 Q2	$4.67K	Hold	41	–	–	﹤0.01%	438
2023 Q1	$4.03K	Hold	41	–	–	﹤0.01%	397
2022 Q4	$4K	Hold	41	–	–	﹤0.01%	394
2022 Q3	$4K	Hold	41	–	–	﹤0.01%	382
2022 Q2	$5K	Buy	+41	New	+$5.66K	﹤0.01%	380
2018 Q3	–	Sell	-7	Closed	-$1K	–	383
2018 Q2	$1K	Hold	7	–	–	﹤0.01%	303
2018 Q1	$1K	Hold	7	–	–	﹤0.01%	387
2017 Q4	$1K	Buy	+7	New	+$824	﹤0.01%	321

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Independence Bank of Kentucky's DLR Position: Q2 2026 in Review

Independence Bank of Kentucky held its Digital Realty Trust (DLR) position steady in Q2 2026 at 2,104 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #235.

Independence Bank of Kentucky first reported a position in DLR in Q4 2017 and has held it in 20 quarters since. The position peaked at $379K in Q1 2026. 588 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Independence Bank of Kentucky held 2,104 shares of Digital Realty Trust worth $378K as of Q2 2026.
Independence Bank of Kentucky left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #235 holding.
Independence Bank of Kentucky first reported a position in Digital Realty Trust in Q4 2017 and has held it in 20 quarters since.
Independence Bank of Kentucky's Digital Realty Trust position peaked at $379K in Q1 2026.
588 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.