Key Financial Inc
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Key Financial Inc’s Digital Realty Trust DLR Stock Holding History

Key Financial 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 		$14.2K Sell
81
-53
-40% -$9.8K ﹤0.01% 781
2026
Q2 		$24.1K Buy
134
+16
+14% +$3.06K ﹤0.01% 690
2026
Q1 		$21.3K Sell
118
-138
-54% -$23.6K ﹤0.01% 714
2025
Q4 		$39.6K Hold
256
– – 0.01% 580
2025
Q3 		$43.9K Sell
256
-3
-1% -$513 0.01% 550
2025
Q2 		$45.2K Hold
259
– – 0.01% 516
2025
Q1 		$37.1K Buy
259
+138
+114% +$22.4K 0.01% 528
2024
Q4 		$21.5K Hold
121
– – ﹤0.01% 643
2024
Q3 		$19.6K Buy
121
+3
+3% +$460 ﹤0.01% 652
2024
Q2 		$17.9K Hold
118
– – ﹤0.01% 658
2024
Q1 		$17K Hold
118
– – ﹤0.01% 641
2023
Q4 		$15.9K Hold
118
– – ﹤0.01% 638
2023
Q3 		$14.3K Hold
118
– – ﹤0.01% 636
2023
Q2 		$13.4K Hold
118
– – ﹤0.01% 662
2023
Q1 		$11.6K Sell
118
-10
-8% -$1.05K ﹤0.01% 641
2022
Q4 		$12.7K Hold
128
– – 0.01% 578
2022
Q3 		$13K Hold
128
– – 0.01% 571
2022
Q2 		$17K Sell
128
-10
-7% -$1.38K 0.01% 530
2022
Q1 		$20K Hold
138
– – 0.01% 501
2021
Q4 		$24K Buy
138
+10
+8% +$1.6K 0.01% 455
2021
Q3 		$18K Buy
128
+10
+8% +$1.57K 0.01% 482
2021
Q2 		$18K Hold
118
– – 0.01% 482
2021
Q1 		$17K Hold
118
– – 0.01% 423
2020
Q4 		$16K Buy
+118
New +$16.9K 0.01% 400
2020
Q2 		– Sell
-53
Closed -$7K – 217
2020
Q1 		$7K Buy
+53
New +$6.74K 0.01% 453

Other funds holding DLR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Key Financial Inc's DLR Position: Q3 2026 in Review

Key Financial Inc reduced its Digital Realty Trust (DLR) stake by 40% in Q3 2026, selling an estimated $9.8K and leaving 81 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Key Financial Inc first reported a position in DLR in Q1 2020 and has held it in 25 quarters since. The position peaked at $45.2K in Q2 2025. 759 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Key Financial Inc held 81 shares of Digital Realty Trust worth $14.2K as of Q3 2026.
  • Key Financial Inc sold 53 Digital Realty Trust shares in Q3 2026, an estimated $9.8K.
  • Digital Realty Trust made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #781 holding.
  • Key Financial Inc first reported a position in Digital Realty Trust in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Digital Realty Trust position peaked at $45.2K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.