LRI Investments’s Digital Realty Trust DLR Stock Holding History

LRI Investments’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 Q2	$19.8K	Sell	110 -1	-0.9%	-$192	﹤0.01%	769
2026 Q1	$20.1K	Buy	111 +40	+56%	+$6.84K	﹤0.01%	694
2025 Q4	$11.1K	Hold	71	–	–	﹤0.01%	846
2025 Q3	$12.4K	Hold	71	–	–	﹤0.01%	823
2025 Q2	$12.5K	Buy	71 +56	+373%	+$9.16K	﹤0.01%	802
2025 Q1	$2.22K	Hold	15	–	–	﹤0.01%	1095
2024 Q4	$2.75K	Hold	15	–	–	﹤0.01%	1039
2024 Q3	$2.76K	Hold	15	–	–	﹤0.01%	1029
2024 Q2	$2.35K	Hold	15	–	–	﹤0.01%	1032
2024 Q1	$2.21K	Buy	+15	New	+$2.12K	﹤0.01%	735

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LRI Investments's DLR Position: Q2 2026 in Review

LRI Investments reduced its Digital Realty Trust (DLR) stake by 0.9% in Q2 2026, selling an estimated $192 and leaving 110 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

LRI Investments first reported a position in DLR in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.1K in Q1 2026. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

LRI Investments held 110 shares of Digital Realty Trust worth $19.8K as of Q2 2026.
LRI Investments sold 1 Digital Realty Trust share in Q2 2026, an estimated $192.
Digital Realty Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #769 holding.
LRI Investments first reported a position in Digital Realty Trust in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Digital Realty Trust position peaked at $20.1K in Q1 2026.
517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.