Root Financial Partners
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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
Q3 		$39.8K Buy
+227
New +$42.1K ﹤0.01% 1198
2026
Q2 		– Sell
-213
Closed -$38.4K – 1131
2026
Q1 		$38.4K Buy
213
+16
+8% +$2.74K ﹤0.01% 996
2025
Q4 		$30.5K Sell
197
-58
-23% -$9.5K ﹤0.01% 943
2025
Q3 		$44.1K Buy
+255
New +$43.6K ﹤0.01% 711

Other funds holding DLR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Root Financial Partners's DLR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Digital Realty Trust (DLR) in Q3 2026: 227 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DLR as recently as Q1 2026.

Root Financial Partners first reported a position in DLR in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.1K in Q3 2025. 457 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Root Financial Partners held 227 shares of Digital Realty Trust worth $39.8K as of Q3 2026.
  • Digital Realty Trust was a new Root Financial Partners position in Q3 2026.
  • Digital Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1198 holding.
  • Root Financial Partners first reported a position in Digital Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Digital Realty Trust position peaked at $44.1K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.