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Retirement Planning Company of New England’s Digital Realty Trust DLR Stock Holding History

Retirement Planning Company of New England’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 		$1.28M Sell
7,113
-66
-0.9% -$12.6K 0.46% 61
2026
Q1 		$1.29M Buy
7,179
+72
+1% +$12.3K 0.53% 54
2025
Q4 		$1.1M Sell
7,107
-1
-0% -$164 0.44% 63
2025
Q3 		$1.23M Sell
7,108
-26
-0.4% -$4.45K 0.49% 52
2025
Q2 		$1.24M Sell
7,134
-271
-4% -$44.3K 0.55% 50
2025
Q1 		$1.06M Buy
7,405
+2
+0% +$325 0.53% 49
2024
Q4 		$1.31M Sell
7,403
-39
-0.5% -$6.92K 0.64% 37
2024
Q3 		$1.2M Sell
7,442
-83
-1% -$12.7K 0.6% 44
2024
Q2 		$1.14M Sell
7,525
-45
-0.6% -$6.46K 0.62% 43
2024
Q1 		$1.09M Buy
7,570
+49
+0.7% +$6.92K 0.6% 44
2023
Q4 		$1.01M Buy
7,521
+353
+5% +$45.6K 0.46% 63
2023
Q3 		$868K Sell
7,168
-1,057
-13% -$130K 0.48% 63
2023
Q2 		$937K Buy
8,225
+112
+1% +$11.1K 0.54% 57
2023
Q1 		$798K Buy
8,113
+7
+0.1% +$738 0.48% 66
2022
Q4 		$813K Sell
8,106
-180
-2% -$18.4K 0.53% 62
2022
Q3 		$821K Buy
8,286
+36
+0.4% +$4.42K 0.59% 51
2022
Q2 		$1.07M Buy
8,250
+71
+0.9% +$9.81K 0.73% 37
2022
Q1 		$1.16M Buy
8,179
+124
+2% +$17.9K 0.66% 41
2021
Q4 		$1.42M Buy
+8,055
New +$1.29M 0.69% 29

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Retirement Planning Company of New England's DLR Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Digital Realty Trust (DLR) stake by 0.92% in Q2 2026, selling an estimated $12.6K and leaving 7,113 shares worth $1.28M. The position accounts for 0.46% of the portfolio, ranked #61.

Retirement Planning Company of New England first reported a position in DLR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q4 2021. 852 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Retirement Planning Company of New England held 7,113 shares of Digital Realty Trust worth $1.28M as of Q2 2026.
  • Retirement Planning Company of New England sold 66 Digital Realty Trust shares in Q2 2026, an estimated $12.6K.
  • Digital Realty Trust made up 0.46% of Retirement Planning Company of New England's portfolio in Q2 2026, its #61 holding.
  • Retirement Planning Company of New England first reported a position in Digital Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Digital Realty Trust position peaked at $1.42M in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.