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Pinnacle Wealth Planning Services’s Digital Realty Trust DLR Stock Holding History

Pinnacle Wealth Planning Services’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 		$452K Buy
2,519
+17
+0.7% +$3.26K 0.04% 250
2026
Q1 		$451K Buy
2,502
+46
+2% +$7.86K 0.05% 238
2025
Q4 		$380K Buy
2,456
+37
+2% +$6.08K 0.04% 262
2025
Q3 		$418K Buy
2,419
+602
+33% +$103K 0.05% 250
2025
Q2 		$317K Buy
+1,817
New +$297K 0.04% 283
2024
Q4 		– Sell
-1,715
Closed -$278K – 432
2024
Q3 		$278K Hold
1,715
– – 0.04% 330
2024
Q2 		$261K Hold
1,715
– – 0.04% 329
2024
Q1 		$247K Sell
1,715
-64
-4% -$9.04K 0.04% 361
2023
Q4 		$239K Sell
1,779
-5
-0.3% -$646 0.04% 333
2023
Q3 		$216K Sell
1,784
-5
-0.3% -$614 0.04% 342
2023
Q2 		$204K Sell
1,789
-4,794
-73% -$474K 0.03% 383
2023
Q1 		$647K Buy
+6,583
New +$694K 0.11% 135
2021
Q1 		– Sell
-913
Closed -$127K – 780
2020
Q4 		$127K Buy
+913
New +$131K 0.03% 388

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

Pinnacle Wealth Planning Services's DLR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Digital Realty Trust (DLR) stake by 0.68% in Q2 2026, buying an estimated $3.26K and bringing the position to 2,519 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #250.

Pinnacle Wealth Planning Services first reported a position in DLR in Q4 2020 and has held it in 13 quarters since. The position peaked at $647K in Q1 2023. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,519 shares of Digital Realty Trust worth $452K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 17 Digital Realty Trust shares in Q2 2026, an estimated $3.26K.
  • Digital Realty Trust made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #250 holding.
  • Pinnacle Wealth Planning Services first reported a position in Digital Realty Trust in Q4 2020 and has held it in 13 quarters since.
  • Pinnacle Wealth Planning Services's Digital Realty Trust position peaked at $647K in Q1 2023.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.