Jackson Grant Investment Advisers’s Digital Realty Trust DLR Stock Holding History

Jackson Grant Investment Advisers’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	$31.1K	Hold	173	–	–	0.01%	231
2026 Q1	$31.2K	Hold	173	–	–	0.01%	229
2025 Q4	$26.8K	Sell	173 -276	-61%	-$45.3K	0.01%	241
2025 Q3	$77.6K	Hold	449	–	–	0.03%	171
2025 Q2	$78.3K	Buy	449 +276	+160%	+$45.1K	0.03%	155
2025 Q1	$24.8K	Hold	173	–	–	0.01%	215
2024 Q4	$30.7K	Hold	173	–	–	0.01%	207
2024 Q3	$28K	Hold	173	–	–	0.01%	210
2024 Q2	$26.3K	Hold	173	–	–	0.01%	212
2024 Q1	$24.9K	Hold	173	–	–	0.01%	215
2023 Q4	$23.3K	Buy	173 +60	+53%	+$7.75K	0.01%	215
2023 Q3	$13.7K	Hold	113	–	–	0.01%	241
2023 Q2	$12.9K	Hold	113	–	–	0.01%	249
2023 Q1	$11.1K	Hold	113	–	–	0.01%	291
2022 Q4	$11.3K	Hold	113	–	–	0.01%	287
2022 Q3	$11K	Hold	113	–	–	0.01%	297
2022 Q2	$15K	Sell	113 -799	-88%	-$110K	0.01%	292
2022 Q1	$129K	Buy	912 +13	+1%	+$1.88K	0.05%	135
2021 Q4	$159K	Sell	899 -307	-25%	-$49.2K	0.08%	101
2021 Q3	$174K	Hold	1,206	–	–	0.08%	113
2021 Q2	$181K	Hold	1,206	–	–	0.08%	112
2021 Q1	$170K	Buy	1,206 +113	+10%	+$15.6K	0.08%	116
2020 Q4	$152K	Hold	1,093	–	–	0.08%	106
2020 Q3	$160K	Hold	1,093	–	–	0.1%	92
2020 Q2	$155K	Hold	1,093	–	–	0.1%	85
2020 Q1	$152K	Buy	+1,093	New	+$139K	0.11%	84

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Jackson Grant Investment Advisers's DLR Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Digital Realty Trust (DLR) position steady in Q2 2026 at 173 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #231.

Jackson Grant Investment Advisers first reported a position in DLR in Q1 2020 and has held it in 26 quarters since. The position peaked at $181K in Q2 2021. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Jackson Grant Investment Advisers held 173 shares of Digital Realty Trust worth $31.1K as of Q2 2026.
Jackson Grant Investment Advisers left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #231 holding.
Jackson Grant Investment Advisers first reported a position in Digital Realty Trust in Q1 2020 and has held it in 26 quarters since.
Jackson Grant Investment Advisers's Digital Realty Trust position peaked at $181K in Q2 2021.
517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.