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Personal CFO Solutions’s Digital Realty Trust DLR Stock Holding History

Personal CFO Solutions’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
Q1 		$244K Sell
1,356
-357
-21% -$61K 0.03% 449
2025
Q4 		$265K Buy
1,713
+366
+27% +$60.1K 0.04% 414
2025
Q3 		$233K Buy
1,347
+73
+6% +$12.5K 0.04% 443
2025
Q2 		$222K Buy
+1,274
New +$208K 0.04% 436

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal CFO Solutions's DLR Position: Q1 2026 in Review

Personal CFO Solutions reduced its Digital Realty Trust (DLR) stake by 21% in Q1 2026, selling an estimated $61K and leaving 1,356 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #449.

Personal CFO Solutions first reported a position in DLR in Q2 2025 and has held it in 4 quarters since. The position peaked at $265K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Personal CFO Solutions held 1,356 shares of Digital Realty Trust worth $244K as of Q1 2026.
  • Personal CFO Solutions sold 357 Digital Realty Trust shares in Q1 2026, an estimated $61K.
  • Digital Realty Trust made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #449 holding.
  • Personal CFO Solutions first reported a position in Digital Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Digital Realty Trust position peaked at $265K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.