Plante Moran Financial 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
Q2 | $1.08K | Buy |
6
+2
| +50% | +$383 | ﹤0.01% | 884 |
|
|
2026
Q1 | $721 | Buy |
+4
| New | +$684 | ﹤0.01% | 677 |
|
|
2023
Q4 | – | Sell |
-67
| Closed | -$8.11K | – | 829 |
|
|
2023
Q3 | $8.11K | Sell |
67
-83
| -55% | -$10.2K | ﹤0.01% | 552 |
|
|
2023
Q2 | $17.1K | Buy |
+150
| New | +$14.8K | ﹤0.01% | 476 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$6.75K | – | 899 |
|
|
2022
Q2 | $7K | Buy |
+55
| New | +$7.6K | ﹤0.01% | 658 |
|
|
2021
Q4 | – | Sell |
-310
| Closed | -$45K | – | 1018 |
|
|
2021
Q3 | $45K | Buy |
+310
| New | +$48.6K | 0.01% | 402 |
|
|
2021
Q2 | – | Sell |
-823
| Closed | -$124K | – | 975 |
|
|
2021
Q1 | $116K | Buy |
823
+820
| +27,333% | +$113K | 0.03% | 229 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | +$429 | ﹤0.01% | 908 |
|
|
2019
Q4 | – | Sell |
-29
| Closed | -$4K | – | 786 |
|
|
2019
Q3 | $4K | Buy |
+29
| New | +$3.53K | ﹤0.01% | 711 |
|
|
2019
Q1 | – | Sell |
-32
| Closed | -$3K | – | 807 |
|
|
2018
Q4 | $3K | Buy |
+32
| New | +$3.54K | ﹤0.01% | 650 |
|
|
2018
Q2 | – | Sell |
-499
| Closed | -$53K | – | 847 |
|
|
2018
Q1 | $53K | Buy |
499
+28
| +6% | +$2.95K | 0.03% | 335 |
|
|
2017
Q4 | $54K | Hold |
471
| – | – | 0.03% | 333 |
|
|
2017
Q3 | $56K | Sell |
471
-39
| -8% | -$4.51K | 0.03% | 283 |
|
|
2017
Q2 | $58K | Sell |
510
-180
| -26% | -$20.6K | 0.04% | 278 |
|
|
2017
Q1 | $73K | Sell |
690
-57
| -8% | -$6K | 0.04% | 252 |
|
|
2016
Q4 | $73K | Sell |
747
-42
| -5% | -$3.9K | 0.05% | 262 |
|
|
2016
Q3 | $77K | Sell |
789
-196
| -20% | -$19.9K | 0.05% | 244 |
|
|
2016
Q2 | $107K | Buy |
985
+201
| +26% | +$19.1K | 0.08% | 177 |
|
|
2016
Q1 | $69K | Sell |
784
-148
| -16% | -$12K | 0.05% | 218 |
|
|
2015
Q4 | $70K | Buy |
932
+115
| +14% | +$8.29K | 0.05% | 231 |
|
|
2015
Q3 | $53K | Sell |
817
-170
| -17% | -$11.1K | 0.04% | 249 |
|
|
2015
Q2 | $66K | Hold |
987
| – | – | 0.05% | 256 |
|
|
2015
Q1 | $65K | Sell |
987
-220
| -18% | -$15.1K | 0.05% | 240 |
|
|
2014
Q4 | $80K | Sell |
1,207
-169
| -12% | -$11.3K | 0.06% | 209 |
|
|
2014
Q3 | $86K | Sell |
1,376
-52
| -4% | -$3.3K | 0.08% | 181 |
|
|
2014
Q2 | $83K | Buy |
+1,428
| New | +$80K | 0.07% | 165 |
|
|
2013
Q3 | – | Sell |
-80
| Closed | -$5K | – | 641 |
|
|
2013
Q2 | $5K | Buy |
+80
| New | +$5.22K | ﹤0.01% | 439 |
|
Other funds holding DLR
AAMU
Plante Moran Financial Advisors's DLR Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its Digital Realty Trust (DLR) stake by 50% in Q2 2026, buying an estimated $383 and bringing the position to 6 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #884.
Plante Moran Financial Advisors first reported a position in DLR in Q2 2013 and has held it in 27 quarters since. The position peaked at $116K in Q1 2021. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Plante Moran Financial Advisors held 6 shares of Digital Realty Trust worth $1.08K as of Q2 2026.
- Plante Moran Financial Advisors bought 2 Digital Realty Trust shares in Q2 2026, an estimated $383.
- Digital Realty Trust made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #884 holding.
- Plante Moran Financial Advisors first reported a position in Digital Realty Trust in Q2 2013 and has held it in 27 quarters since.
- Plante Moran Financial Advisors's Digital Realty Trust position peaked at $116K in Q1 2021.
- 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.