Phoenix Financial’s Digital Realty Trust DLR Stock Holding History

Phoenix Financial’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	$365K	Buy	2,025 +570	+39%	+$97.4K	﹤0.01%	353
2025 Q4	$226K	Sell	1,455 -34	-2%	-$5.58K	﹤0.01%	427
2025 Q3	$258K	Sell	1,489 -600	-29%	-$103K	﹤0.01%	408
2025 Q2	$364K	Sell	2,089 -9,842	-82%	-$1.61M	﹤0.01%	315
2025 Q1	$1.71M	Sell	11,931 -8,180	-41%	-$1.33M	0.03%	185
2024 Q4	$3.57M	Sell	20,111 -268	-1%	-$47.5K	0.05%	158
2024 Q3	$3.3M	Buy	20,379 +8,328	+69%	+$1.28M	0.05%	163
2024 Q2	$1.82M	Sell	12,051 -992	-8%	-$142K	0.03%	191
2024 Q1	$1.88M	Buy	13,043 +11,554	+776%	+$1.63M	0.03%	190
2023 Q4	$201K	Sell	1,489 -5,500	-79%	-$710K	﹤0.01%	302
2023 Q3	$834K	Sell	6,989 -5,500	-44%	-$675K	0.02%	235
2023 Q2	$1.41M	Buy	+12,489	New	+$1.24M	0.03%	191
2022 Q1	–	Sell	-1,145	Closed	-$201K	–	416
2021 Q4	$201K	Buy	+1,145	New	+$183K	﹤0.01%	367
2020 Q2	–	Sell	-27,121	Closed	-$3.65M	–	321
2020 Q1	$3.65M	Buy	+27,121	New	+$3.45M	0.19%	117

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phoenix Financial's DLR Position: Q1 2026 in Review

Phoenix Financial increased its Digital Realty Trust (DLR) stake by 39% in Q1 2026, buying an estimated $97.4K and bringing the position to 2,025 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Phoenix Financial first reported a position in DLR in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.65M in Q1 2020. 1,246 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Phoenix Financial held 2,025 shares of Digital Realty Trust worth $365K as of Q1 2026.
Phoenix Financial bought 570 Digital Realty Trust shares in Q1 2026, an estimated $97.4K.
Digital Realty Trust made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #353 holding.
Phoenix Financial first reported a position in Digital Realty Trust in Q1 2020 and has held it in 14 quarters since.
Phoenix Financial's Digital Realty Trust position peaked at $3.65M in Q1 2020.
1,246 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.