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Sigma Planning Corp’s Digital Realty Trust DLR Stock Holding History

Sigma Planning Corp’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 		$737K Sell
4,091
-630
-13% -$108K 0.02% 688
2025
Q4 		$730K Sell
4,721
-461
-9% -$75.7K 0.02% 649
2025
Q3 		$896K Sell
5,182
-2,725
-34% -$466K 0.03% 577
2025
Q2 		$1.38M Sell
7,907
-3,786
-32% -$619K 0.04% 398
2025
Q1 		$1.68M Sell
11,693
-3,833
-25% -$623K 0.05% 330
2024
Q4 		$2.75M Buy
15,526
+244
+2% +$43.3K 0.09% 224
2024
Q3 		$2.47M Buy
15,282
+1,295
+9% +$199K 0.08% 247
2024
Q2 		$2.13M Sell
13,987
-1,273
-8% -$183K 0.07% 276
2024
Q1 		$2.2M Buy
15,260
+9,553
+167% +$1.35M 0.07% 283
2023
Q4 		$768K Sell
5,707
-7,895
-58% -$1.02M 0.06% 326
2023
Q3 		$1.65M Sell
13,602
-888
-6% -$109K 0.06% 309
2023
Q2 		$1.65M Buy
14,490
+760
+6% +$75.2K 0.06% 320
2023
Q1 		$1.35M Buy
13,730
+178
+1% +$18.8K 0.04% 406
2022
Q4 		$1.36M Sell
13,552
-3,318
-20% -$339K 0.05% 385
2022
Q3 		$1.67M Sell
16,870
-2,215
-12% -$272K 0.06% 300
2022
Q2 		$2.48M Buy
19,085
+3,768
+25% +$520K 0.09% 232
2022
Q1 		$2.17M Buy
15,317
+238
+2% +$34.4K 0.07% 292
2021
Q4 		$2.67M Buy
15,079
+212
+1% +$34K 0.07% 269
2021
Q3 		$2.15M Buy
14,867
+2,302
+18% +$361K 0.06% 311
2021
Q2 		$1.89M Buy
12,565
+742
+6% +$112K 0.06% 350
2021
Q1 		$1.67M Sell
11,823
-60
-0.5% -$8.29K 0.05% 364
2020
Q4 		$1.66M Buy
11,883
+667
+6% +$95.4K 0.06% 316
2020
Q3 		$1.65M Buy
11,216
+132
+1% +$19.8K 0.07% 281
2020
Q2 		$1.57M Buy
11,084
+1,188
+12% +$168K 0.07% 278
2020
Q1 		$1.38M Sell
9,896
-5,920
-37% -$753K 0.08% 256
2019
Q4 		$1.89M Buy
15,816
+5,495
+53% +$676K 0.08% 255
2019
Q3 		$1.34M Sell
10,321
-231
-2% -$28.1K 0.06% 308
2019
Q2 		$1.24M Buy
10,552
+420
+4% +$50K 0.06% 306
2019
Q1 		$1.21M Buy
10,132
+307
+3% +$34.3K 0.07% 278
2018
Q4 		$1.05M Sell
9,825
-66
-0.7% -$7.29K 0.08% 252
2018
Q3 		$1.11M Buy
9,891
+412
+4% +$49.3K 0.07% 279
2018
Q2 		$1.06M Buy
9,479
+384
+4% +$40.7K 0.07% 268
2018
Q1 		$958K Buy
9,095
+2,086
+30% +$220K 0.07% 269
2017
Q4 		$798K Buy
7,009
+324
+5% +$38.2K 0.06% 311
2017
Q3 		$791K Sell
6,685
-1,160
-15% -$134K 0.07% 306
2017
Q2 		$886K Buy
7,845
+488
+7% +$55.9K 0.08% 264
2017
Q1 		$783K Buy
7,357
+513
+7% +$54K 0.08% 277
2016
Q4 		$673K Buy
6,844
+67
+1% +$6.23K 0.07% 283
2016
Q3 		$658K Sell
6,777
-333
-5% -$33.9K 0.08% 276
2016
Q2 		$775K Buy
7,110
+824
+13% +$78.2K 0.1% 226
2016
Q1 		$556K Buy
6,286
+35
+0.6% +$2.83K 0.08% 288
2015
Q4 		$473K Buy
+6,251
New +$451K 0.07% 329
2015
Q3 		– Sell
-4,914
Closed -$328K – 691
2015
Q2 		$328K Sell
4,914
-169
-3% -$11.1K 0.05% 461
2015
Q1 		$335K Sell
5,083
-32
-0.6% -$2.19K 0.04% 487
2014
Q4 		$339K Buy
+5,115
New +$342K 0.04% 454

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

Sigma Planning Corp's DLR Position: Q1 2026 in Review

Sigma Planning Corp reduced its Digital Realty Trust (DLR) stake by 13% in Q1 2026, selling an estimated $108K and leaving 4,091 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #688.

Sigma Planning Corp first reported a position in DLR in Q4 2014 and has held it in 45 quarters since. The position peaked at $2.75M in Q4 2024. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Sigma Planning Corp held 4,091 shares of Digital Realty Trust worth $737K as of Q1 2026.
  • Sigma Planning Corp sold 630 Digital Realty Trust shares in Q1 2026, an estimated $108K.
  • Digital Realty Trust made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #688 holding.
  • Sigma Planning Corp first reported a position in Digital Realty Trust in Q4 2014 and has held it in 45 quarters since.
  • Sigma Planning Corp's Digital Realty Trust position peaked at $2.75M in Q4 2024.
  • 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.