SFP
DLR icon

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

Shepherd 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
Q1 		$1.59M Sell
8,832
-251
-3% -$42.9K 0.15% 88
2025
Q4 		$1.41M Sell
9,083
-200
-2% -$32.8K 0.13% 101
2025
Q3 		$1.6M Sell
9,283
-61
-0.7% -$10.4K 0.15% 91
2025
Q2 		$1.63M Sell
9,344
-840
-8% -$137K 0.17% 90
2025
Q1 		$1.46M Buy
10,184
+399
+4% +$64.9K 0.17% 88
2024
Q4 		$1.74M Buy
9,785
+2,110
+27% +$374K 0.21% 72
2024
Q3 		$1.24M Buy
7,675
+504
+7% +$77.3K 0.15% 85
2024
Q2 		$1.09M Buy
7,171
+98
+1% +$14.1K 0.14% 93
2024
Q1 		$1.02M Buy
7,073
+377
+6% +$53.3K 0.13% 97
2023
Q4 		$901K Buy
6,696
+27
+0.4% +$3.49K 0.13% 102
2023
Q3 		$807K Buy
6,669
+111
+2% +$13.6K 0.13% 100
2023
Q2 		$747K Sell
6,558
-6,446
-50% -$638K 0.12% 105
2023
Q1 		$1.28M Sell
13,004
-81
-0.6% -$8.54K 0.21% 73
2022
Q4 		$1.31M Buy
13,085
+4,867
+59% +$497K 0.24% 66
2022
Q3 		$815K Sell
8,218
-9,576
-54% -$1.17M 0.16% 89
2022
Q2 		$2.31M Buy
17,794
+128
+0.7% +$17.7K 0.45% 42
2022
Q1 		$2.51M Sell
17,666
-3,934
-18% -$568K 0.45% 44
2021
Q4 		$3.82M Buy
21,600
+581
+3% +$93.1K 0.66% 26
2021
Q3 		$3.04M Buy
21,019
+135
+0.6% +$21.2K 0.59% 32
2021
Q2 		$3.14M Buy
20,884
+475
+2% +$71.8K 0.6% 32
2021
Q1 		$2.87M Buy
20,409
+1,159
+6% +$160K 0.64% 28
2020
Q4 		$2.69M Buy
19,250
+572
+3% +$81.8K 0.61% 31
2020
Q3 		$2.74M Buy
18,678
+850
+5% +$127K 0.64% 25
2020
Q2 		$2.53M Buy
17,828
+234
+1% +$33.1K 0.69% 24
2020
Q1 		$2.44M Sell
17,594
-5,553
-24% -$706K 0.85% 18
2019
Q4 		$2.77M Buy
23,147
+793
+4% +$97.6K 0.64% 29
2019
Q3 		$2.9M Sell
22,354
-571
-2% -$69.5K 0.73% 25
2019
Q2 		$2.7M Buy
22,925
+1,030
+5% +$123K 0.51% 27
2019
Q1 		$2.61M Buy
21,895
+3,330
+18% +$372K 0.51% 28
2018
Q4 		$1.98M Sell
18,565
-3,887
-17% -$430K 0.43% 33
2018
Q3 		$2.51M Hold
22,452
– – 0.57% 27
2018
Q2 		$2.51M Buy
22,452
+15,114
+206% +$1.6M 0.57% 27
2018
Q1 		$773K Hold
7,338
– – 0.19% 61
2017
Q4 		$836K Hold
7,338
– – 0.2% 64
2017
Q3 		$874K Hold
7,338
– – 0.2% 61
2017
Q2 		$808K Sell
7,338
-1,147
-14% -$131K 0.2% 63
2017
Q1 		$906K Hold
8,485
– – 0.24% 59
2016
Q4 		$842K Buy
+8,485
New +$789K 0.24% 62

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shepherd Financial Partners's DLR Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Digital Realty Trust (DLR) stake by 2.8% in Q1 2026, selling an estimated $42.9K and leaving 8,832 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #88.

Shepherd Financial Partners first reported a position in DLR in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.82M in Q4 2021. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Shepherd Financial Partners held 8,832 shares of Digital Realty Trust worth $1.59M as of Q1 2026.
  • Shepherd Financial Partners sold 251 Digital Realty Trust shares in Q1 2026, an estimated $42.9K.
  • Digital Realty Trust made up 0.15% of Shepherd Financial Partners's portfolio in Q1 2026, its #88 holding.
  • Shepherd Financial Partners first reported a position in Digital Realty Trust in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Digital Realty Trust position peaked at $3.82M in Q4 2021.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.