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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Key Financial Inc's DLR Position: Q1 2026 in Review

Key Financial Inc reduced its Digital Realty Trust (DLR) stake by 54% in Q1 2026, selling an estimated $23.6K and leaving 118 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Key Financial Inc first reported a position in DLR in Q1 2020 and has held it in 23 quarters since. The position peaked at $45.2K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Key Financial Inc held 118 shares of Digital Realty Trust worth $21.3K as of Q1 2026.
  • Key Financial Inc sold 138 Digital Realty Trust shares in Q1 2026, an estimated $23.6K.
  • Digital Realty Trust made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #714 holding.
  • Key Financial Inc first reported a position in Digital Realty Trust in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Digital Realty Trust position peaked at $45.2K in Q2 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.