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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
Q2 		$1.7M Buy
9,491
+696
+8% +$133K 0.02% 672
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Summit Financial's DLR Position: Q2 2026 in Review

Summit Financial increased its Digital Realty Trust (DLR) stake by 7.9% in Q2 2026, buying an estimated $133K and bringing the position to 9,491 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #672.

Summit Financial first reported a position in DLR in Q1 2025 and has held it in 6 quarters since. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Summit Financial held 9,491 shares of Digital Realty Trust worth $1.7M as of Q2 2026.
  • Summit Financial bought 696 Digital Realty Trust shares in Q2 2026, an estimated $133K.
  • Digital Realty Trust made up 0.02% of Summit Financial's portfolio in Q2 2026, its #672 holding.
  • Summit Financial first reported a position in Digital Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.