Pinion Investment Advisors’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$642K Sell
3,564
-500
-12% -$85.5K 0.15% 95
2025
Q4
$629K Sell
4,064
-413
-9% -$67.8K 0.15% 95
2025
Q3
$803K Buy
+4,477
New +$765K 0.22% 82
2021
Q1
Sell
-1,819
Closed -$254K 148
2020
Q4
$254K Buy
+1,819
New +$260K 0.27% 118

Other funds holding DLR

Pinion Investment Advisors's DLR Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Digital Realty Trust (DLR) stake by 12% in Q1 2026, selling an estimated $85.5K and leaving 3,564 shares worth $642K. The position accounts for 0.15% of the portfolio, ranked #95.

Pinion Investment Advisors first reported a position in DLR in Q4 2020 and has held it in 4 quarters since. The position peaked at $803K in Q3 2025. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Pinion Investment Advisors held 3,564 shares of Digital Realty Trust worth $642K as of Q1 2026.
  • Pinion Investment Advisors sold 500 Digital Realty Trust shares in Q1 2026, an estimated $85.5K.
  • Digital Realty Trust made up 0.15% of Pinion Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • Pinion Investment Advisors first reported a position in Digital Realty Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinion Investment Advisors's Digital Realty Trust position peaked at $803K in Q3 2025.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.