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Root Financial Partners’s Digital Realty Trust DLR Stock Holding History

Root Financial Partners’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 		– Sell
-213
Closed -$38.4K – 1131
2026
Q1 		$38.4K Buy
213
+16
+8% +$2.73K ﹤0.01% 996
2025
Q4 		$30.5K Sell
197
-58
-23% -$9.52K ﹤0.01% 943
2025
Q3 		$44.1K Buy
+255
New +$43.6K ﹤0.01% 711

Other funds holding DLR

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Root Financial Partners's DLR Position: Q2 2026 in Review

Root Financial Partners sold out of Digital Realty Trust (DLR) in Q2 2026, closing a stake of 213 shares — an estimated $38.4K sold.

Root Financial Partners first reported a position in DLR in Q3 2025 and held it in 3 quarters. The position peaked at $44.1K in Q3 2025. 451 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Root Financial Partners reported no remaining Digital Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 213 Digital Realty Trust shares in Q2 2026, an estimated $38.4K.
  • Root Financial Partners first reported a position in Digital Realty Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Digital Realty Trust position peaked at $44.1K in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.