Stiles Financial Services’s Digital Realty Trust DLR Stock Holding History

Stiles Financial Services’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	$3.31M	Buy	18,379 +1,076	+6%	+$184K	1.01%	28
2025 Q4	$2.68M	Buy	17,303 +861	+5%	+$141K	0.82%	39
2025 Q3	$2.84M	Buy	16,442 +1,757	+12%	+$300K	0.9%	34
2025 Q2	$2.56M	Buy	14,685 +738	+5%	+$121K	0.88%	35
2025 Q1	$2M	Buy	13,947 +616	+5%	+$100K	0.77%	47
2024 Q4	$2.36M	Buy	13,331 +1,732	+15%	+$307K	0.86%	39
2024 Q3	$1.88M	Buy	11,599 +1,068	+10%	+$164K	0.66%	52
2024 Q2	$1.6M	Buy	10,531 +2,142	+26%	+$308K	0.62%	52
2024 Q1	$1.21M	Buy	8,389 +1,472	+21%	+$208K	0.48%	70
2023 Q4	$931K	Buy	6,917 +1,370	+25%	+$177K	0.42%	72
2023 Q3	$671K	Sell	5,547 -39	-0.7%	-$4.79K	0.35%	86
2023 Q2	$636K	Buy	5,586 +1,206	+28%	+$119K	0.32%	88
2023 Q1	$431K	Buy	4,380 +314	+8%	+$33.1K	0.23%	109
2022 Q4	$408K	Buy	4,066 +705	+21%	+$71.9K	0.23%	109
2022 Q3	$333K	Buy	3,361 +1,315	+64%	+$161K	0.2%	121
2022 Q2	$266K	Buy	2,046 +17	+0.8%	+$2.35K	0.16%	136
2022 Q1	$288K	Buy	2,029 +227	+13%	+$32.8K	0.14%	132
2021 Q4	$319K	Buy	+1,802	New	+$289K	0.15%	135

Other funds holding DLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stiles Financial Services's DLR Position: Q1 2026 in Review

Stiles Financial Services increased its Digital Realty Trust (DLR) stake by 6.2% in Q1 2026, buying an estimated $184K and bringing the position to 18,379 shares worth $3.31M. The position accounts for 1.01% of the portfolio, ranked #28.

Stiles Financial Services first reported a position in DLR in Q4 2021 and has held it in 18 quarters since. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Stiles Financial Services held 18,379 shares of Digital Realty Trust worth $3.31M as of Q1 2026.
Stiles Financial Services bought 1,076 Digital Realty Trust shares in Q1 2026, an estimated $184K.
Digital Realty Trust made up 1.01% of Stiles Financial Services's portfolio in Q1 2026, its #28 holding.
Stiles Financial Services first reported a position in Digital Realty Trust in Q4 2021 and has held it in 18 quarters since.
1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.