Prudent Man Advisors
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Prudent Man Advisors’s Digital Realty Trust DLR Stock Holding History

Prudent Man Advisors’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
Q3 		$923K Sell
5,261
-71
-1% -$13.2K 0.22% 88
2026
Q2 		$958K Buy
5,332
+441
+9% +$84.5K 0.22% 87
2026
Q1 		$881K Buy
4,891
+1,253
+34% +$214K 0.26% 82
2025
Q4 		$563K Sell
3,638
-42
-1% -$6.9K 0.2% 89
2025
Q3 		$636K Sell
3,680
-3,811
-51% -$652K 0.23% 83
2025
Q2 		$1.31M Sell
7,491
-63
-0.8% -$10.3K 0.41% 59
2025
Q1 		$1.08M Buy
7,554
+107
+1% +$17.4K 0.39% 54
2024
Q4 		$1.32M Sell
7,447
-791
-10% -$140K 0.48% 39
2024
Q3 		$1.33M Sell
8,238
-135
-2% -$20.7K 0.44% 45
2024
Q2 		$1.27M Buy
8,373
+339
+4% +$48.7K 0.45% 44
2024
Q1 		$1.16M Sell
8,034
-735
-8% -$104K 0.43% 53
2023
Q4 		$1.18M Sell
8,769
-371
-4% -$47.9K 0.44% 51
2023
Q3 		$1.11M Buy
9,140
+5,885
+181% +$723K 0.44% 50
2023
Q2 		$371K Hold
3,255
– – 0.14% 132
2023
Q1 		$320K Hold
3,255
– – 0.13% 139
2022
Q4 		$326K Buy
3,255
+329
+11% +$33.6K 0.13% 137
2022
Q3 		$290K Buy
2,926
+1,168
+66% +$143K 0.14% 127
2022
Q2 		$228K Hold
1,758
– – 0.11% 138
2022
Q1 		$249K Buy
+1,758
New +$254K 0.1% 145

Other funds holding DLR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Prudent Man Advisors's DLR Position: Q3 2026 in Review

Prudent Man Advisors reduced its Digital Realty Trust (DLR) stake by 1.3% in Q3 2026, selling an estimated $13.2K and leaving 5,261 shares worth $923K. The position accounts for 0.22% of the portfolio, ranked #88.

Prudent Man Advisors first reported a position in DLR in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.33M in Q3 2024. 665 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Prudent Man Advisors held 5,261 shares of Digital Realty Trust worth $923K as of Q3 2026.
  • Prudent Man Advisors sold 71 Digital Realty Trust shares in Q3 2026, an estimated $13.2K.
  • Digital Realty Trust made up 0.22% of Prudent Man Advisors's portfolio in Q3 2026, its #88 holding.
  • Prudent Man Advisors first reported a position in Digital Realty Trust in Q1 2022 and has held it in 19 quarters since.
  • Prudent Man Advisors's Digital Realty Trust position peaked at $1.33M in Q3 2024.
  • 665 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.