Summit Place Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Summit Place Financial Advisors’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	$503K	Hold	2,800	–	–	0.22%	78
2026 Q1	$505K	Sell	2,800 -57	-2%	-$9.74K	0.24%	73
2025 Q4	$442K	Hold	2,857	–	–	0.21%	76
2025 Q3	$494K	Hold	2,857	–	–	0.23%	72
2025 Q2	$498K	Buy	2,857 +57	+2%	+$9.32K	0.25%	68
2025 Q1	$401K	Buy	2,800 +300	+12%	+$48.8K	0.23%	74
2024 Q4	$443K	Hold	2,500	–	–	0.25%	70
2024 Q3	$405K	Hold	2,500	–	–	0.23%	74
2024 Q2	$380K	Hold	2,500	–	–	0.22%	76
2024 Q1	$360K	Buy	2,500 +500	+25%	+$70.7K	0.21%	75
2023 Q4	$269K	Hold	2,000	–	–	0.18%	79
2023 Q3	$242K	Hold	2,000	–	–	0.17%	86
2023 Q2	$228K	Buy	+2,000	New	+$198K	0.15%	87

Other funds holding DLR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Summit Place Financial Advisors's DLR Position: Q2 2026 in Review

Summit Place Financial Advisors held its Digital Realty Trust (DLR) position steady in Q2 2026 at 2,800 shares worth $503K. The position accounts for 0.22% of the portfolio, ranked #78.

Summit Place Financial Advisors first reported a position in DLR in Q2 2023 and has held it in 13 quarters since. The position peaked at $505K in Q1 2026. 517 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Summit Place Financial Advisors held 2,800 shares of Digital Realty Trust worth $503K as of Q2 2026.
Summit Place Financial Advisors left its Digital Realty Trust share count unchanged in Q2 2026.
Digital Realty Trust made up 0.22% of Summit Place Financial Advisors's portfolio in Q2 2026, its #78 holding.
Summit Place Financial Advisors first reported a position in Digital Realty Trust in Q2 2023 and has held it in 13 quarters since.
Summit Place Financial Advisors's Digital Realty Trust position peaked at $505K in Q1 2026.
517 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.