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Marshall Financial Group (Maryland)’s Digital Realty Trust DLR Stock Holding History

Marshall Financial Group (Maryland)’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 		$3.46M Buy
19,280
+510
+3% +$97.7K 0.5% 38
2026
Q1 		$3.38M Buy
18,770
+497
+3% +$84.9K 0.54% 35
2025
Q4 		$2.83M Sell
18,273
-902
-5% -$148K 0.55% 35
2025
Q3 		$3.32M Buy
19,175
+648
+3% +$111K 0.65% 30
2025
Q2 		$3.18M Buy
18,527
+1,136
+7% +$186K 0.62% 31
2025
Q1 		$2.49M Sell
17,391
-633
-4% -$103K 0.54% 37
2024
Q4 		$3.2M Sell
18,024
-718
-4% -$127K 0.77% 25
2024
Q3 		$3.03M Sell
18,742
-106
-0.6% -$16.3K 0.72% 28
2024
Q2 		$2.87M Sell
18,848
-91
-0.5% -$13.1K 0.8% 25
2024
Q1 		$2.73M Buy
18,939
+602
+3% +$85.1K 0.78% 26
2023
Q4 		$2.47M Sell
18,337
-920
-5% -$119K 0.8% 30
2023
Q3 		$2.33M Sell
19,257
-465
-2% -$57.1K 0.84% 27
2023
Q2 		$2.25M Buy
19,722
+911
+5% +$90.1K 0.77% 33
2023
Q1 		$1.85M Buy
18,811
+922
+5% +$97.2K 0.66% 41
2022
Q4 		$1.79M Buy
17,889
+4,233
+31% +$432K 0.7% 45
2022
Q3 		$1.35M Buy
13,656
+839
+7% +$103K 0.57% 45
2022
Q2 		$1.66M Buy
12,817
+4,447
+53% +$614K 0.66% 32
2022
Q1 		$1.19M Buy
8,370
+396
+5% +$57.2K 0.49% 72
2021
Q4 		$1.41M Buy
7,974
+6,580
+472% +$1.05M 0.52% 57
2021
Q3 		$201K Buy
+1,394
New +$219K 0.1% 170

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DLR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Digital Realty Trust (DLR) stake by 2.7% in Q2 2026, buying an estimated $97.7K and bringing the position to 19,280 shares worth $3.46M. The position accounts for 0.5% of the portfolio, ranked #38.

Marshall Financial Group (Maryland) first reported a position in DLR in Q3 2021 and has held it in 20 quarters since. 1,304 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Marshall Financial Group (Maryland) held 19,280 shares of Digital Realty Trust worth $3.46M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 510 Digital Realty Trust shares in Q2 2026, an estimated $97.7K.
  • Digital Realty Trust made up 0.5% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #38 holding.
  • Marshall Financial Group (Maryland) first reported a position in Digital Realty Trust in Q3 2021 and has held it in 20 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.