Larson Financial Group
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Larson Financial Group’s Digital Realty Trust DLR Stock Holding History

Larson Financial Group’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 		$313K Buy
1,784
+351
+24% +$65.1K 0.01% 781
2026
Q2 		$257K Sell
1,433
-107
-7% -$20.5K 0.01% 749
2026
Q1 		$277K Buy
1,540
+609
+65% +$104K 0.01% 627
2025
Q4 		$144K Sell
931
-114
-11% -$18.7K ﹤0.01% 799
2025
Q3 		$181K Buy
1,045
+311
+42% +$53.2K 0.01% 720
2025
Q2 		$128K Buy
734
+310
+73% +$50.7K 0.01% 766
2025
Q1 		$60.7K Buy
424
+132
+45% +$21.5K ﹤0.01% 949
2024
Q4 		$51.8K Buy
292
+183
+168% +$32.5K ﹤0.01% 893
2024
Q3 		$17.6K Buy
109
+3
+3% +$460 ﹤0.01% 1264
2024
Q2 		$16.1K Sell
106
-35
-25% -$5.03K ﹤0.01% 1119
2024
Q1 		$20.3K Buy
141
+1
+0.7% +$141 ﹤0.01% 887
2023
Q4 		$18.8K Buy
140
+3
+2% +$387 ﹤0.01% 866
2023
Q3 		$16.6K Hold
137
– – ﹤0.01% 869
2023
Q2 		$15.6K Sell
137
-107
-44% -$10.6K ﹤0.01% 807
2023
Q1 		$24K Buy
244
+10
+4% +$1.05K ﹤0.01% 697
2022
Q4 		$23.5K Buy
234
+97
+71% +$9.9K ﹤0.01% 658
2022
Q3 		$14K Hold
137
– – ﹤0.01% 703
2022
Q2 		$18K Hold
137
– – ﹤0.01% 560
2022
Q1 		$19K Hold
137
– – ﹤0.01% 534
2021
Q4 		$24K Buy
+137
New +$21.9K ﹤0.01% 503
2020
Q1 		– Sell
-19
Closed -$2K – 557
2019
Q4 		$2K Buy
+19
New +$2.34K ﹤0.01% 440

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

Larson Financial Group's DLR Position: Q3 2026 in Review

Larson Financial Group increased its Digital Realty Trust (DLR) stake by 24% in Q3 2026, buying an estimated $65.1K and bringing the position to 1,784 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #781.

Larson Financial Group first reported a position in DLR in Q4 2019 and has held it in 21 quarters since. 793 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Larson Financial Group held 1,784 shares of Digital Realty Trust worth $313K as of Q3 2026.
  • Larson Financial Group bought 351 Digital Realty Trust shares in Q3 2026, an estimated $65.1K.
  • Digital Realty Trust made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #781 holding.
  • Larson Financial Group first reported a position in Digital Realty Trust in Q4 2019 and has held it in 21 quarters since.
  • 793 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.