LPL Financial’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
Q2 | $48.8M | Buy |
271,739
+1,053
| +0.4% | +$202K | 0.01% | 1014 |
|
|
2026
Q1 | $48.8M | Sell |
270,686
-12,390
| -4% | -$2.12M | 0.01% | 932 |
|
|
2025
Q4 | $43.8M | Sell |
283,076
-35,643
| -11% | -$5.85M | 0.01% | 933 |
|
|
2025
Q3 | $55.1M | Buy |
318,719
+5,548
| +2% | +$949K | 0.02% | 803 |
|
|
2025
Q2 | $54.6M | Buy |
313,171
+28,242
| +10% | +$4.62M | 0.02% | 719 |
|
|
2025
Q1 | $40.8M | Buy |
284,929
+30,559
| +12% | +$4.97M | 0.02% | 779 |
|
|
2024
Q4 | $45.1M | Buy |
254,370
+44,001
| +21% | +$7.81M | 0.02% | 703 |
|
|
2024
Q3 | $34M | Buy |
210,369
+11,332
| +6% | +$1.74M | 0.02% | 779 |
|
|
2024
Q2 | $30.3M | Buy |
199,037
+25,397
| +15% | +$3.65M | 0.02% | 780 |
|
|
2024
Q1 | $25M | Buy |
173,640
+1,891
| +1% | +$267K | 0.01% | 850 |
|
|
2023
Q4 | $23.1M | Buy |
171,749
+9,378
| +6% | +$1.21M | 0.01% | 822 |
|
|
2023
Q3 | $19.7M | Sell |
162,371
-6,319
| -4% | -$776K | 0.01% | 808 |
|
|
2023
Q2 | $19.2M | Sell |
168,690
-156,150
| -48% | -$15.4M | 0.01% | 813 |
|
|
2023
Q1 | $31.9M | Sell |
324,840
-31,364
| -9% | -$3.31M | 0.02% | 556 |
|
|
2022
Q4 | $35.7M | Buy |
356,204
+32,001
| +10% | +$3.27M | 0.03% | 486 |
|
|
2022
Q3 | $32.2M | Buy |
324,203
+35,219
| +12% | +$4.32M | 0.03% | 468 |
|
|
2022
Q2 | $37.5M | Buy |
288,984
+42,596
| +17% | +$5.88M | 0.04% | 419 |
|
|
2022
Q1 | $34.9M | Buy |
246,388
+52,303
| +27% | +$7.56M | 0.03% | 463 |
|
|
2021
Q4 | $34.3M | Buy |
194,085
+13,322
| +7% | +$2.13M | 0.03% | 470 |
|
|
2021
Q3 | $26.1M | Buy |
180,763
+4,994
| +3% | +$783K | 0.02% | 518 |
|
|
2021
Q2 | $26.4M | Buy |
175,769
+5,859
| +3% | +$886K | 0.03% | 490 |
|
|
2021
Q1 | $23.9M | Buy |
169,910
+43,917
| +35% | +$6.07M | 0.03% | 475 |
|
|
2020
Q4 | $17.6M | Buy |
125,993
+34,926
| +38% | +$4.99M | 0.02% | 520 |
|
|
2020
Q3 | $13.4M | Buy |
91,067
+4,605
| +5% | +$690K | 0.02% | 527 |
|
|
2020
Q2 | $12.3M | Buy |
86,462
+8,668
| +11% | +$1.23M | 0.02% | 514 |
|
|
2020
Q1 | $10.8M | Sell |
77,794
-828
| -1% | -$105K | 0.02% | 479 |
|
|
2019
Q4 | $9.41M | Buy |
78,622
+22
| +0% | +$2.71K | 0.02% | 597 |
|
|
2019
Q3 | $10.2M | Buy |
78,600
+7,042
| +10% | +$857K | 0.02% | 527 |
|
|
2019
Q2 | $8.43M | Buy |
71,558
+6,175
| +9% | +$735K | 0.02% | 578 |
|
|
2019
Q1 | $7.78M | Buy |
65,383
+19,842
| +44% | +$2.21M | 0.02% | 591 |
|
|
2018
Q4 | $4.85M | Buy |
45,541
+4,104
| +10% | +$453K | 0.01% | 691 |
|
|
2018
Q3 | $4.66M | Buy |
41,437
+500
| +1% | +$59.9K | 0.01% | 769 |
|
|
2018
Q2 | $4.57M | Buy |
40,937
+811
| +2% | +$86K | 0.01% | 749 |
|
|
2018
Q1 | $4.23M | Buy |
40,126
+3,937
| +11% | +$415K | 0.01% | 761 |
|
|
2017
Q4 | $4.12M | Buy |
36,189
+2,711
| +8% | +$319K | 0.01% | 734 |
|
|
2017
Q3 | $3.96M | Buy |
33,478
+228
| +0.7% | +$26.4K | 0.01% | 690 |
|
|
2017
Q2 | $3.76M | Sell |
33,250
-2,449
| -7% | -$280K | 0.01% | 656 |
|
|
2017
Q1 | $3.79M | Sell |
35,699
-1,714
| -5% | -$180K | 0.03% | 527 |
|
|
2016
Q4 | $3.72M | Buy |
37,413
+3,816
| +11% | +$355K | 0.03% | 531 |
|
|
2016
Q3 | $3.1M | Buy |
+33,597
| New | +$3.42M | 0.03% | 560 |
|
|
2016
Q2 | – | Sell |
-63,185
| Closed | -$5.61M | – | 2696 |
|
|
2016
Q1 | $5.61M | Buy |
63,185
+6,310
| +11% | +$511K | 0.02% | 665 |
|
|
2015
Q4 | $4.34M | Buy |
56,875
+29,575
| +108% | +$2.13M | 0.01% | 780 |
|
|
2015
Q3 | $1.79M | Buy |
27,300
+2,507
| +10% | +$163K | 0.01% | 892 |
|
|
2015
Q2 | $1.71M | Sell |
24,793
-1,401
| -5% | -$92.1K | 0.01% | 999 |
|
|
2015
Q1 | $1.71M | Sell |
26,194
-283
| -1% | -$19.4K | 0.01% | 995 |
|
|
2014
Q4 | $1.75M | Sell |
26,477
-7,855
| -23% | -$525K | 0.01% | 965 |
|
|
2014
Q3 | $2.16M | Buy |
34,332
+822
| +2% | +$52.2K | 0.01% | 820 |
|
|
2014
Q2 | $1.95M | Buy |
33,510
+3,461
| +12% | +$194K | 0.01% | 896 |
|
|
2014
Q1 | $1.59M | Sell |
30,049
-8,200
| -21% | -$427K | 0.01% | 962 |
|
|
2013
Q4 | $1.88M | Sell |
38,249
-225
| -0.6% | -$11.2K | 0.01% | 856 |
|
|
2013
Q3 | $2.1M | Buy |
38,474
+7,066
| +22% | +$402K | 0.01% | 758 |
|
|
2013
Q2 | $1.92M | Buy |
+31,408
| New | +$2.05M | 0.01% | 745 |
|
Other funds holding DLR
AAMU
LPL Financial's DLR Position: Q2 2026 in Review
LPL Financial increased its Digital Realty Trust (DLR) stake by 0.39% in Q2 2026, buying an estimated $202K and bringing the position to 271,739 shares worth $48.8M. The position accounts for 0.01% of the portfolio, ranked #1014.
LPL Financial first reported a position in DLR in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.1M in Q3 2025. 1,323 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- LPL Financial held 271,739 shares of Digital Realty Trust worth $48.8M as of Q2 2026.
- LPL Financial bought 1,053 Digital Realty Trust shares in Q2 2026, an estimated $202K.
- Digital Realty Trust made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1014 holding.
- LPL Financial first reported a position in Digital Realty Trust in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Digital Realty Trust position peaked at $55.1M in Q3 2025.
- 1,323 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.