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PDS Planning’s Digital Realty Trust DLR Stock Holding History

PDS Planning’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 		$332K Buy
1,847
+12
+0.7% +$2.3K 0.02% 401
2026
Q1 		$331K Buy
1,835
+50
+3% +$8.55K 0.02% 367
2025
Q4 		$276K Buy
1,785
+62
+4% +$10.2K 0.02% 405
2025
Q3 		$298K Sell
1,723
-44
-2% -$7.52K 0.02% 376
2025
Q2 		$308K Buy
1,767
+101
+6% +$16.5K 0.02% 341
2025
Q1 		$239K Buy
1,666
+238
+17% +$38.7K 0.02% 386
2024
Q4 		$253K Buy
1,428
+98
+7% +$17.4K 0.02% 339
2024
Q3 		$215K Buy
+1,330
New +$204K 0.02% 389

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

PDS Planning's DLR Position: Q2 2026 in Review

PDS Planning increased its Digital Realty Trust (DLR) stake by 0.65% in Q2 2026, buying an estimated $2.3K and bringing the position to 1,847 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #401.

PDS Planning first reported a position in DLR in Q3 2024 and has held it in 8 quarters since. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • PDS Planning held 1,847 shares of Digital Realty Trust worth $332K as of Q2 2026.
  • PDS Planning bought 12 Digital Realty Trust shares in Q2 2026, an estimated $2.3K.
  • Digital Realty Trust made up 0.02% of PDS Planning's portfolio in Q2 2026, its #401 holding.
  • PDS Planning first reported a position in Digital Realty Trust in Q3 2024 and has held it in 8 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.