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Summit Financial’s Digital Realty Trust DLR Stock Holding History

Summit Financial’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 		$1.58M Buy
8,795
+507
+6% +$86.7K 0.02% 634
2025
Q4 		$1.29M Buy
8,288
+3,472
+72% +$570K 0.02% 590
2025
Q3 		$833K Buy
4,816
+915
+23% +$156K 0.01% 706
2025
Q2 		$680K Buy
3,901
+761
+24% +$124K 0.02% 499
2025
Q1 		$450K Buy
+3,140
New +$511K 0.01% 537

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

Summit Financial's DLR Position: Q1 2026 in Review

Summit Financial increased its Digital Realty Trust (DLR) stake by 6.1% in Q1 2026, buying an estimated $86.7K and bringing the position to 8,795 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #634.

Summit Financial first reported a position in DLR in Q1 2025 and has held it in 5 quarters since. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

  • Summit Financial held 8,795 shares of Digital Realty Trust worth $1.58M as of Q1 2026.
  • Summit Financial bought 507 Digital Realty Trust shares in Q1 2026, an estimated $86.7K.
  • Digital Realty Trust made up 0.02% of Summit Financial's portfolio in Q1 2026, its #634 holding.
  • Summit Financial first reported a position in Digital Realty Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.