Pinnacle Wealth Management Advisory Group’s Digital Realty Trust DLR Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$237K	Sell	1,314 -1,090	-45%	-$186K	0.02%	475
2025 Q4	$372K	Buy	2,404 +61	+3%	+$10K	0.03%	341
2025 Q3	$405K	Buy	2,343 +147	+7%	+$25.1K	0.03%	265
2025 Q2	$383K	Sell	2,196 -118	-5%	-$19.3K	0.03%	261
2025 Q1	$332K	Buy	2,314 +82	+4%	+$13.3K	0.03%	277
2024 Q4	$396K	Buy	2,232 +48	+2%	+$8.52K	0.04%	237
2024 Q3	$353K	Sell	2,184 -26	-1%	-$3.99K	0.03%	251
2024 Q2	$336K	Sell	2,210 -125	-5%	-$17.9K	0.03%	250
2024 Q1	$336K	Buy	2,335 +221	+10%	+$31.2K	0.04%	240
2023 Q4	$285K	Buy	2,114 +36	+2%	+$4.65K	0.03%	259
2023 Q3	$251K	Buy	2,078 +319	+18%	+$39.2K	0.03%	260
2023 Q2	$200K	Buy	+1,759	New	+$174K	0.02%	312

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pinnacle Wealth Management Advisory Group's DLR Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Digital Realty Trust (DLR) stake by 45% in Q1 2026, selling an estimated $186K and leaving 1,314 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #475.

Pinnacle Wealth Management Advisory Group first reported a position in DLR in Q2 2023 and has held it in 12 quarters since. The position peaked at $405K in Q3 2025. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 1,314 shares of Digital Realty Trust worth $237K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 1,090 Digital Realty Trust shares in Q1 2026, an estimated $186K.
Digital Realty Trust made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #475 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Digital Realty Trust in Q2 2023 and has held it in 12 quarters since.
Pinnacle Wealth Management Advisory Group's Digital Realty Trust position peaked at $405K in Q3 2025.
1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.