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Independent Financial Group’s Digital Realty Trust DLR Stock Holding History

Independent Financial Group’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 		$496K Buy
2,761
+1,149
+71% +$220K 0.01% 996
2026
Q1 		$290K Sell
1,612
-130
-7% -$22.2K 0.01% 1177
2025
Q4 		$270K Sell
1,742
-202
-10% -$33.2K 0.01% 1200
2025
Q3 		$336K Sell
1,944
-50
-3% -$8.55K 0.01% 1036
2025
Q2 		$348K Buy
1,994
+85
+4% +$13.9K 0.01% 953
2025
Q1 		$274K Sell
1,909
-5,029
-72% -$818K 0.01% 966
2024
Q4 		$1.23M Buy
6,938
+4,687
+208% +$832K 0.04% 418
2024
Q3 		$364K Buy
2,251
+117
+5% +$17.9K 0.01% 791
2024
Q2 		$324K Buy
2,134
+12
+0.6% +$1.72K 0.01% 791
2024
Q1 		$306K Buy
2,122
+151
+8% +$21.3K 0.01% 774
2023
Q4 		$265K Sell
1,971
-733
-27% -$94.7K 0.01% 772
2023
Q3 		$327K Sell
2,704
-451
-14% -$55.4K 0.02% 626
2023
Q2 		$359K Buy
3,155
+65
+2% +$6.43K 0.02% 575
2023
Q1 		$304K Sell
3,090
-4,635
-60% -$489K 0.02% 603
2022
Q4 		$775K Sell
7,725
-56
-0.7% -$5.71K 0.07% 315
2022
Q3 		$772K Sell
7,781
-353
-4% -$43.3K 0.07% 288
2022
Q2 		$1.06M Buy
8,134
+273
+3% +$37.7K 0.11% 217
2022
Q1 		$1.11M Buy
7,861
+2,157
+38% +$312K 0.09% 224
2021
Q4 		$1.01M Buy
5,704
+3,296
+137% +$528K 0.08% 252
2021
Q3 		$348K Buy
2,408
+137
+6% +$21.5K 0.04% 481
2021
Q2 		$342K Sell
2,271
-202
-8% -$30.5K 0.04% 492
2021
Q1 		$348K Buy
2,473
+110
+5% +$15.2K 0.05% 424
2020
Q4 		$330K Sell
2,363
-3,001
-56% -$429K 0.05% 404
2020
Q3 		$787K Sell
5,364
-374
-7% -$56K 0.15% 157
2020
Q2 		$815K Buy
5,738
+552
+11% +$78.2K 0.18% 144
2020
Q1 		$720K Buy
+5,186
New +$659K 0.21% 121

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

Independent Financial Group's DLR Position: Q2 2026 in Review

Independent Financial Group increased its Digital Realty Trust (DLR) stake by 71% in Q2 2026, buying an estimated $220K and bringing the position to 2,761 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #996.

Independent Financial Group first reported a position in DLR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.23M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Independent Financial Group held 2,761 shares of Digital Realty Trust worth $496K as of Q2 2026.
  • Independent Financial Group bought 1,149 Digital Realty Trust shares in Q2 2026, an estimated $220K.
  • Digital Realty Trust made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #996 holding.
  • Independent Financial Group first reported a position in Digital Realty Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Digital Realty Trust position peaked at $1.23M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.