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 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 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 Planning Services's DLR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Digital Realty Trust (DLR) stake by 1.9% in Q1 2026, buying an estimated $7.86K and bringing the position to 2,502 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #238.

Pinnacle Wealth Planning Services first reported a position in DLR in Q4 2020 and has held it in 12 quarters since. The position peaked at $647K in Q1 2023. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Pinnacle Wealth Planning Services held 2,502 shares of Digital Realty Trust worth $451K as of Q1 2026.
Pinnacle Wealth Planning Services bought 46 Digital Realty Trust shares in Q1 2026, an estimated $7.86K.
Digital Realty Trust made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #238 holding.
Pinnacle Wealth Planning Services first reported a position in Digital Realty Trust in Q4 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Digital Realty Trust position peaked at $647K in Q1 2023.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.