LVM Capital Management’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
$8.15M Sell
45,364
-815
-2% -$156K 0.68% 35
2026
Q1
$8.32M Sell
46,179
-213
-0.5% -$36.4K 0.78% 34
2025
Q4
$7.18M Sell
46,392
-213
-0.5% -$35K 0.67% 37
2025
Q3
$8.06M Sell
46,605
-59
-0.1% -$10.1K 0.77% 35
2025
Q2
$8.13M Sell
46,664
-729
-2% -$119K 0.84% 34
2025
Q1
$6.79M Sell
47,393
-1,232
-3% -$200K 0.76% 38
2024
Q4
$8.62M Sell
48,625
-1,521
-3% -$270K 0.93% 31
2024
Q3
$7.63M Hold
50,146
0.87% 32
2024
Q2
$7.63M Sell
50,146
-2,371
-5% -$340K 0.87% 32
2024
Q1
$7.57M Sell
52,517
-279
-0.5% -$39.4K 0.89% 32
2023
Q4
$7.11M Sell
52,796
-3,070
-5% -$397K 0.91% 32
2023
Q3
$6.76M Sell
55,866
-2,668
-5% -$328K 0.95% 32
2023
Q2
$6.67M Sell
58,534
-1,640
-3% -$162K 0.89% 34
2023
Q1
$5.92M Sell
60,174
-50,691
-46% -$5.34M 0.82% 36
2022
Q4
$11.1M Sell
110,865
-1,126
-1% -$115K 1.61% 21
2022
Q3
$11.1M Sell
111,991
-449
-0.4% -$55.1K 1.7% 22
2022
Q2
$14.6M Buy
112,440
+343
+0.3% +$47.4K 2.12% 15
2022
Q1
$15.9M Buy
112,097
+1,233
+1% +$178K 2.1% 13
2021
Q4
$19.6M Sell
110,864
-984
-0.9% -$158K 2.61% 11
2021
Q3
$16.2M Buy
111,848
+1
+0% +$157 2.44% 12
2021
Q2
$16.8M Sell
111,847
-1,096
-1% -$166K 2.57% 11
2021
Q1
$15.9M Sell
112,943
-744
-0.7% -$103K 2.58% 11
2020
Q4
$15.9M Sell
113,687
-531
-0.5% -$75.9K 2.67% 11
2020
Q3
$16.8M Sell
114,218
-33
-0% -$4.95K 3.25% 7
2020
Q2
$16.2M Sell
114,251
-645
-0.6% -$91.3K 3.33% 7
2020
Q1
$16M Sell
114,896
-50,260
-30% -$6.39M 3.94% 4
2019
Q4
$19.8M Buy
165,156
+26
+0% +$3.2K 3.9% 3
2019
Q3
$21.4M Buy
165,130
+1,411
+0.9% +$172K 4.55% 3
2019
Q2
$19.3M Buy
163,719
+390
+0.2% +$46.4K 4.4% 4
2019
Q1
$19.4M Sell
163,329
-7,517
-4% -$839K 4.46% 5
2018
Q4
$18.2M Sell
170,846
-203
-0.1% -$22.4K 4.77% 3
2018
Q3
$19.2M Sell
171,049
-961
-0.6% -$115K 4.39% 5
2018
Q2
$19.2M Sell
172,010
-1,268
-0.7% -$135K 4.63% 4
2018
Q1
$18.3M Sell
173,278
-3,367
-2% -$355K 4.21% 6
2017
Q4
$20.1M Sell
176,645
-8,278
-4% -$975K 4.55% 3
2017
Q3
$21.9M Buy
+184,923
New +$21.4M 5.23% 3

Other funds holding DLR

LVM Capital Management's DLR Position: Q2 2026 in Review

LVM Capital Management reduced its Digital Realty Trust (DLR) stake by 1.8% in Q2 2026, selling an estimated $156K and leaving 45,364 shares worth $8.15M. The position accounts for 0.68% of the portfolio, ranked #35.

LVM Capital Management first reported a position in DLR in Q3 2017 and has held it in 36 quarters since. The position peaked at $21.9M in Q3 2017. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • LVM Capital Management held 45,364 shares of Digital Realty Trust worth $8.15M as of Q2 2026.
  • LVM Capital Management sold 815 Digital Realty Trust shares in Q2 2026, an estimated $156K.
  • Digital Realty Trust made up 0.68% of LVM Capital Management's portfolio in Q2 2026, its #35 holding.
  • LVM Capital Management first reported a position in Digital Realty Trust in Q3 2017 and has held it in 36 quarters since.
  • LVM Capital Management's Digital Realty Trust position peaked at $21.9M in Q3 2017.
  • 517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.