Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Digital Realty Trust DLR Stock Holding History

Kovitz Investment Group Partners’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
Q1 		– Sell
-16,983
Closed -$2.63M – 493
2025
Q4 		$2.63M Sell
16,983
-49,373
-74% -$8.11M 0.06% 201
2025
Q3 		$11.5M Buy
66,356
+2,507
+4% +$429K 0.04% 306
2025
Q2 		$11.1M Buy
63,849
+12,683
+25% +$2.07M 0.05% 288
2025
Q1 		$7.33M Sell
51,166
-8,072
-14% -$1.31M 0.04% 330
2024
Q4 		$10.5M Buy
59,238
+1,795
+3% +$318K 0.05% 256
2024
Q3 		$9.3M Sell
57,443
-25
-0% -$3.83K 0.07% 242
2024
Q2 		$8.74M Buy
57,468
+3,678
+7% +$528K 0.07% 193
2024
Q1 		$7.75M Sell
53,790
-611
-1% -$86.3K 0.1% 148
2023
Q4 		$7.32M Sell
54,401
-751
-1% -$97K 0.12% 99
2023
Q3 		$6.67M Sell
55,152
-578
-1% -$71K 0.12% 101
2023
Q2 		$6.35M Sell
55,730
-305
-0.5% -$30.2K 0.09% 112
2023
Q1 		$5.51M Buy
56,035
+930
+2% +$98K 0.1% 137
2022
Q4 		$5.53M Sell
55,105
-752
-1% -$76.7K 0.11% 141
2022
Q3 		$5.54M Sell
55,857
-253
-0.5% -$31K 0.13% 121
2022
Q2 		$7.29M Buy
56,110
+142
+0.3% +$19.6K 0.16% 97
2022
Q1 		$7.94M Sell
55,968
-575
-1% -$83.1K 0.15% 98
2021
Q4 		$7.89M Sell
56,543
-529
-0.9% -$84.7K 0.19% 82
2021
Q3 		$8.24M Sell
57,072
-178
-0.3% -$27.9K 0.16% 93
2021
Q2 		$8.61M Sell
57,250
-399
-0.7% -$60.3K 0.17% 91
2021
Q1 		$8.12M Buy
57,649
+1,107
+2% +$153K 0.19% 85
2020
Q4 		$7.89M Sell
56,542
-2,183
-4% -$312K 0.19% 80
2020
Q3 		$8.62M Sell
58,725
-1,261
-2% -$189K 0.24% 66
2020
Q2 		$8.53M Sell
59,986
-3,642
-6% -$516K 0.26% 60
2020
Q1 		$8.84M Sell
63,628
-2,097
-3% -$267K 0.32% 54
2019
Q4 		$7.87M Sell
65,725
-1,740
-3% -$214K 0.23% 71
2019
Q3 		$8.76M Sell
67,465
-1,346
-2% -$164K 0.28% 63
2019
Q2 		$8.11M Sell
68,811
-1,703
-2% -$203K 0.26% 64
2019
Q1 		$8.39M Buy
70,514
+1,483
+2% +$165K 0.27% 61
2018
Q4 		$7.36M Buy
+69,031
New +$7.63M 0.29% 57

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's DLR Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Digital Realty Trust (DLR) in Q1 2026, closing a stake of 16,983 shares — an estimated $2.63M sold.

Kovitz Investment Group Partners first reported a position in DLR in Q4 2018 and held it in 29 quarters. The position peaked at $11.5M in Q3 2025. 1,246 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Digital Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 16,983 Digital Realty Trust shares in Q1 2026, an estimated $2.63M.
  • Kovitz Investment Group Partners first reported a position in Digital Realty Trust in Q4 2018 and held it in 29 quarters.
  • Kovitz Investment Group Partners's Digital Realty Trust position peaked at $11.5M in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.