Jones Financial Companies
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Jones Financial Companies’s Digital Realty Trust DLR Stock Holding History

Jones Financial Companies’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 		$43.3M Buy
224,719
+12,082
+6% +$2.31M 0.02% 446
2026
Q1 		$37.3M Buy
212,637
+50,294
+31% +$8.6M 0.02% 419
2025
Q4 		$25.1M Buy
162,343
+13,373
+9% +$2.2M 0.02% 284
2025
Q3 		$25.5M Buy
148,970
+17,729
+14% +$3.03M 0.02% 251
2025
Q2 		$22.5M Buy
131,241
+21,065
+19% +$3.44M 0.02% 241
2025
Q1 		$15.7M Buy
110,176
+29,385
+36% +$4.78M 0.01% 245
2024
Q4 		$14.3M Buy
80,791
+29,037
+56% +$5.15M 0.01% 212
2024
Q3 		$8.34M Buy
51,754
+29,172
+129% +$4.47M 0.01% 229
2024
Q2 		$3.43M Buy
22,582
+15,143
+204% +$2.17M ﹤0.01% 247
2024
Q1 		$1.07M Buy
7,439
+3,710
+99% +$524K ﹤0.01% 253
2023
Q4 		$502K Buy
3,729
+2,897
+348% +$374K ﹤0.01% 239
2023
Q3 		$101K Hold
832
– – ﹤0.01% 310
2023
Q2 		$94.7K Sell
832
-306
-27% -$30.3K ﹤0.01% 314
2023
Q1 		$112K Sell
1,138
-31
-3% -$3.27K ﹤0.01% 303
2022
Q4 		$117K Sell
1,169
-1,444
-55% -$147K ﹤0.01% 292
2022
Q3 		$260K Buy
2,613
+1,079
+70% +$132K ﹤0.01% 222
2022
Q2 		$199K Buy
1,534
+79
+5% +$10.9K ﹤0.01% 238
2022
Q1 		$206K Buy
1,455
+20
+1% +$2.89K ﹤0.01% 247
2021
Q4 		$254K Sell
1,435
-23
-2% -$3.68K ﹤0.01% 230
2021
Q3 		$211K Sell
1,458
-33
-2% -$5.18K ﹤0.01% 221
2021
Q2 		$224K Buy
1,491
+321
+27% +$48.5K ﹤0.01% 217
2021
Q1 		$165K Buy
1,170
+1,014
+650% +$140K ﹤0.01% 234
2020
Q4 		$22K Buy
+156
New +$22.3K ﹤0.01% 351
2013
Q3 		– Sell
-1,116
Closed -$68K – 738
2013
Q2 		$68K Buy
+1,116
New +$72.8K ﹤0.01% 289

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Jones Financial Companies's DLR Position: Q2 2026 in Review

Jones Financial Companies increased its Digital Realty Trust (DLR) stake by 5.7% in Q2 2026, buying an estimated $2.31M and bringing the position to 224,719 shares worth $43.3M. The position accounts for 0.02% of the portfolio, ranked #446.

Jones Financial Companies first reported a position in DLR in Q2 2013 and has held it in 24 quarters since. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Jones Financial Companies held 224,719 shares of Digital Realty Trust worth $43.3M as of Q2 2026.
  • Jones Financial Companies bought 12,082 Digital Realty Trust shares in Q2 2026, an estimated $2.31M.
  • Digital Realty Trust made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #446 holding.
  • Jones Financial Companies first reported a position in Digital Realty Trust in Q2 2013 and has held it in 24 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.