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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
Q2 		$261K Buy
1,455
+99
+7% +$19K 0.04% 442
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 $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

Personal CFO Solutions's DLR Position: Q2 2026 in Review

Personal CFO Solutions increased its Digital Realty Trust (DLR) stake by 7.3% in Q2 2026, buying an estimated $19K and bringing the position to 1,455 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #442.

Personal CFO Solutions first reported a position in DLR in Q2 2025 and has held it in 5 quarters since. The position peaked at $265K in Q4 2025. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Personal CFO Solutions held 1,455 shares of Digital Realty Trust worth $261K as of Q2 2026.
  • Personal CFO Solutions bought 99 Digital Realty Trust shares in Q2 2026, an estimated $19K.
  • Digital Realty Trust made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #442 holding.
  • Personal CFO Solutions first reported a position in Digital Realty Trust in Q2 2025 and has held it in 5 quarters since.
  • Personal CFO Solutions's Digital Realty Trust position peaked at $265K in Q4 2025.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.