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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
Q2 		– Sell
-2,025
Closed -$365K – 542
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Phoenix Financial's DLR Position: Q2 2026 in Review

Phoenix Financial sold out of Digital Realty Trust (DLR) in Q2 2026, closing a stake of 2,025 shares — an estimated $365K sold.

Phoenix Financial first reported a position in DLR in Q1 2020 and held it in 14 quarters. The position peaked at $3.65M in Q1 2020. 1,331 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Phoenix Financial reported no remaining Digital Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 2,025 Digital Realty Trust shares in Q2 2026, an estimated $365K.
  • Phoenix Financial first reported a position in Digital Realty Trust in Q1 2020 and held it in 14 quarters.
  • Phoenix Financial's Digital Realty Trust position peaked at $3.65M in Q1 2020.
  • 1,331 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.