PGF
DLR icon

Plan Group Financial’s Digital Realty Trust DLR Stock Holding History

Plan Group 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 		$2.97M Buy
16,535
+2,015
+14% +$386K 0.61% 58
2026
Q1 		$2.62M Buy
14,520
+1,768
+14% +$302K 0.61% 57
2025
Q4 		$1.97M Buy
12,752
+1,144
+10% +$188K 0.51% 63
2025
Q3 		$2.01M Buy
11,608
+1,345
+13% +$230K 0.54% 66
2025
Q2 		$1.79M Buy
10,263
+1,413
+16% +$231K 0.59% 54
2025
Q1 		$1.27M Buy
8,850
+2,803
+46% +$456K 0.45% 60
2024
Q4 		$1.07M Buy
6,047
+581
+11% +$103K 0.57% 39
2024
Q3 		$885K Buy
5,466
+611
+13% +$93.7K 0.47% 50
2024
Q2 		$738K Buy
4,855
+2,404
+98% +$345K 0.45% 49
2024
Q1 		$353K Buy
+2,451
New +$346K 0.23% 64

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

Plan Group Financial's DLR Position: Q2 2026 in Review

Plan Group Financial increased its Digital Realty Trust (DLR) stake by 14% in Q2 2026, buying an estimated $386K and bringing the position to 16,535 shares worth $2.97M. The position accounts for 0.61% of the portfolio, ranked #58.

Plan Group Financial first reported a position in DLR in Q1 2024 and has held it in 10 quarters since. 1,304 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Plan Group Financial held 16,535 shares of Digital Realty Trust worth $2.97M as of Q2 2026.
  • Plan Group Financial bought 2,015 Digital Realty Trust shares in Q2 2026, an estimated $386K.
  • Digital Realty Trust made up 0.61% of Plan Group Financial's portfolio in Q2 2026, its #58 holding.
  • Plan Group Financial first reported a position in Digital Realty Trust in Q1 2024 and has held it in 10 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.