Perigon Wealth Management
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Perigon Wealth Management’s Digital Realty Trust DLR Stock Holding History

Perigon Wealth Management’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
Q3 		$306K Sell
1,746
-15
-0.9% -$2.78K ﹤0.01% 1130
2026
Q2 		$316K Buy
1,761
+56
+3% +$10.7K 0.01% 1084
2026
Q1 		$307K Buy
1,705
+283
+20% +$48.4K 0.01% 1009
2025
Q4 		$220K Sell
1,422
-192
-12% -$31.5K ﹤0.01% 1187
2025
Q3 		$279K Buy
1,614
+243
+18% +$41.5K 0.01% 1006
2025
Q2 		$239K Buy
+1,371
New +$224K 0.01% 930
2025
Q1 		– Sell
-1,188
Closed -$214K – 1046
2024
Q4 		$214K Buy
+1,188
New +$211K 0.01% 951
2024
Q3 		– Sell
-1,715
Closed -$261K – 1004
2024
Q2 		$261K Buy
+1,715
New +$246K 0.01% 743
2021
Q1 		– Sell
-361
Closed -$50K – 623
2020
Q4 		$50K Buy
+361
New +$51.6K 0.01% 745
2018
Q4 		– Sell
-3,297
Closed -$371K – 238
2018
Q3 		$371K Buy
3,297
+1,200
+57% +$144K 0.09% 150
2018
Q2 		$234K Sell
2,097
-4,395
-68% -$466K 0.07% 214
2018
Q1 		$684K Sell
6,492
-265
-4% -$28K 0.25% 73
2017
Q4 		$776K Hold
6,757
– – 0.29% 63
2017
Q3 		$800K Buy
6,757
+98
+1% +$11.3K 0.26% 85
2017
Q2 		$752K Sell
6,659
-421
-6% -$48.2K 0.16% 140
2017
Q1 		$753K Hold
7,080
– – 0.16% 132
2016
Q4 		$767K Buy
7,080
+104
+1% +$9.7K 0.17% 131
2016
Q3 		$678K Hold
6,976
– – 0.17% 120
2016
Q2 		$760K Hold
6,976
– – 0.2% 109
2016
Q1 		$617K Hold
6,976
– – 0.19% 100
2015
Q4 		$532K Sell
6,976
-654
-9% -$47.1K 0.15% 136
2015
Q3 		$498K Sell
7,630
-1,940
-20% -$127K 0.15% 136
2015
Q2 		$638K Buy
9,570
+3
+0% +$197 0.17% 130
2015
Q1 		$631K Buy
9,567
+7
+0.1% +$480 0.17% 127
2014
Q4 		$634K Buy
9,560
+1,585
+20% +$106K 0.19% 112
2014
Q3 		$497K Buy
7,975
+54
+0.7% +$3.43K 0.15% 120
2014
Q2 		$462K Buy
7,921
+4
+0.1% +$224 0.13% 128
2014
Q1 		$420K Buy
7,917
+7
+0.1% +$364 0.23% 78
2013
Q4 		$388K Buy
+7,910
New +$393K 0.22% 82

Other funds holding DLR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Perigon Wealth Management's DLR Position: Q3 2026 in Review

Perigon Wealth Management reduced its Digital Realty Trust (DLR) stake by 0.85% in Q3 2026, selling an estimated $2.78K and leaving 1,746 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Perigon Wealth Management first reported a position in DLR in Q4 2013 and has held it in 29 quarters since. The position peaked at $800K in Q3 2017. 279 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Perigon Wealth Management held 1,746 shares of Digital Realty Trust worth $306K as of Q3 2026.
  • Perigon Wealth Management sold 15 Digital Realty Trust shares in Q3 2026, an estimated $2.78K.
  • Digital Realty Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1130 holding.
  • Perigon Wealth Management first reported a position in Digital Realty Trust in Q4 2013 and has held it in 29 quarters since.
  • Perigon Wealth Management's Digital Realty Trust position peaked at $800K in Q3 2017.
  • 279 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.