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LGT Financial Advisors’s Digital Realty Trust DLR Stock Holding History

LGT Financial Advisors’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
2025
Q4 		– Sell
-8
Closed -$1.38K – 279
2025
Q3 		$1.38K Hold
8
– – ﹤0.01% 348
2025
Q2 		$1.41K Sell
8
-150
-95% -$24.5K ﹤0.01% 372
2025
Q1 		$22.7K Buy
+158
New +$25.7K 0.07% 147

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LGT Financial Advisors's DLR Position: Q4 2025 in Review

LGT Financial Advisors sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 8 shares — an estimated $1.38K sold.

LGT Financial Advisors first reported a position in DLR in Q1 2025 and held it in 3 quarters. The position peaked at $22.7K in Q1 2025. 1,186 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

  • LGT Financial Advisors reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 8 Digital Realty Trust shares in Q4 2025, an estimated $1.38K.
  • LGT Financial Advisors first reported a position in Digital Realty Trust in Q1 2025 and held it in 3 quarters.
  • LGT Financial Advisors's Digital Realty Trust position peaked at $22.7K in Q1 2025.
  • 1,186 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.