Summit Securities Group’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $67.5K | Buy |
376
+323
| +609% | +$61.9K | 0.01% | 515 |
|
|
2026
Q1 | $9.55K | Sell |
53
-526
| -91% | -$89.9K | ﹤0.01% | 678 |
|
|
2025
Q4 | $89.6K | Buy |
579
+24
| +4% | +$3.94K | 0.01% | 488 |
|
|
2025
Q3 | $95.9K | Buy |
555
+242
| +77% | +$41.4K | 0.02% | 401 |
|
|
2025
Q2 | $54.6K | Buy |
+313
| New | +$51.2K | 0.01% | 499 |
|
|
2025
Q1 | – | Sell |
-1,900
| Closed | -$337K | – | 867 |
|
|
2024
Q4 | $337K | Buy |
+1,900
| New | +$337K | 0.07% | 155 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$27K | – | 571 |
|
|
2023
Q4 | $27K | Buy |
200
+100
| +100% | +$12.9K | ﹤0.01% | 446 |
|
|
2023
Q3 | $12K | Sell |
100
-281
| -74% | -$34.5K | ﹤0.01% | 406 |
|
|
2023
Q2 | $43K | Sell |
381
-383
| -50% | -$37.9K | 0.01% | 443 |
|
|
2023
Q1 | $75K | Buy |
764
+474
| +163% | +$50K | 0.01% | 347 |
|
|
2022
Q4 | $29K | Buy |
290
+289
| +28,900% | +$29.5K | ﹤0.01% | 831 |
|
|
2022
Q3 | $0 | Sell |
1
-594
| -100% | -$72.9K | ﹤0.01% | 980 |
|
|
2022
Q2 | $77K | Buy |
595
+479
| +413% | +$66.2K | 0.01% | 454 |
|
|
2022
Q1 | $16K | Sell |
116
-7,972
| -99% | -$1.15M | ﹤0.01% | 752 |
|
|
2021
Q4 | $1.43M | Buy |
+8,088
| New | +$1.3M | 0.07% | 203 |
|
|
2021
Q3 | – | Sell |
-3,075
| Closed | -$463K | – | 736 |
|
|
2021
Q2 | $463K | Buy |
+3,075
| New | +$465K | 0.04% | 403 |
|
|
2020
Q3 | – | Sell |
-2,645
| Closed | -$376K | – | 401 |
|
|
2020
Q2 | $376K | Sell |
2,645
-1,173
| -31% | -$166K | 0.05% | 283 |
|
|
2020
Q1 | $530K | Buy |
+3,818
| New | +$486K | 0.09% | 161 |
|
|
2018
Q3 | – | Sell |
-5,500
| Closed | -$614K | – | 210 |
|
|
2018
Q2 | $614K | Buy |
+5,500
| New | +$584K | 0.09% | 116 |
|
|
2017
Q4 | – | Sell |
-1,800
| Closed | -$213K | – | 199 |
|
|
2017
Q3 | $213K | Buy |
+1,800
| New | +$208K | 0.04% | 190 |
|
|
2017
Q2 | – | Sell |
-2,800
| Closed | -$298K | – | 269 |
|
|
2017
Q1 | $298K | Buy |
+2,800
| New | +$295K | 0.09% | 232 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$7K | – | 394 |
|
|
2015
Q2 | $7K | Buy |
+100
| New | +$6.57K | ﹤0.01% | 386 |
|
|
2015
Q1 | – | Sell |
-1,900
| Closed | -$130K | – | 437 |
|
|
2014
Q4 | $126K | Buy |
+1,900
| New | +$127K | 0.04% | 248 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$17K | – | 725 |
|
|
2014
Q2 | $17K | Buy |
+300
| New | +$16.8K | 0.01% | 366 |
|
Other funds holding DLR
AAMU
Summit Securities Group's DLR Position: Q2 2026 in Review
Summit Securities Group increased its Digital Realty Trust (DLR) stake by 609% in Q2 2026, buying an estimated $61.9K and bringing the position to 376 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #515.
Summit Securities Group first reported a position in DLR in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.43M in Q4 2021. 1,242 funds tracked by Wall St. Rank hold DLR as of Q2 2026.
- Summit Securities Group held 376 shares of Digital Realty Trust worth $67.5K as of Q2 2026.
- Summit Securities Group bought 323 Digital Realty Trust shares in Q2 2026, an estimated $61.9K.
- Digital Realty Trust made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #515 holding.
- Summit Securities Group first reported a position in Digital Realty Trust in Q2 2014 and has held it in 24 quarters since.
- Summit Securities Group's Digital Realty Trust position peaked at $1.43M in Q4 2021.
- 1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.