Summit Securities Group’s Digital Realty Trust DLR Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-50,000	Closed	-$6.73M	–	570
2023 Q4	$6.73M	Hold	50,000	–	–	0.61%	27
2023 Q3	$6.05M	Buy	+50,000	New	+$6.14M	0.62%	28
2020 Q3	–	Sell	-100	Closed	-$1.42M	–	400
2020 Q2	$1.42M	Sell	100 -720	-88%	-$102K	0.18%	109
2020 Q1	$11.4M	Buy	+820	New	+$104K	2%	11
2017 Q4	–	Sell	-18	Closed	-$213K	–	198
2017 Q3	$213K	Buy	+18	New	+$2.08K	0.04%	189
2015 Q2	–	Sell	-2	Closed	-$5K	–	497
2015 Q1	$5K	Buy	+2	New	+$137	﹤0.01%	312

Other funds holding DLR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 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. 1,326 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.
1,326 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.