Stiles Financial Services
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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
Q3 		$3.33M Buy
18,961
+163
+0.9% +$30.2K 0.85% 34
2026
Q2 		$3.38M Buy
18,798
+419
+2% +$80.2K 0.85% 38
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Stiles Financial Services's DLR Position: Q3 2026 in Review

Stiles Financial Services increased its Digital Realty Trust (DLR) stake by 0.87% in Q3 2026, buying an estimated $30.2K and bringing the position to 18,961 shares worth $3.33M. The position accounts for 0.85% of the portfolio, ranked #34.

Stiles Financial Services first reported a position in DLR in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.38M in Q2 2026. 665 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Stiles Financial Services held 18,961 shares of Digital Realty Trust worth $3.33M as of Q3 2026.
  • Stiles Financial Services bought 163 Digital Realty Trust shares in Q3 2026, an estimated $30.2K.
  • Digital Realty Trust made up 0.85% of Stiles Financial Services's portfolio in Q3 2026, its #34 holding.
  • Stiles Financial Services first reported a position in Digital Realty Trust in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Digital Realty Trust position peaked at $3.38M in Q2 2026.
  • 665 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.