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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's DLR Position: Q1 2026 in Review

Summit Securities Group reduced its Digital Realty Trust (DLR) stake by 91% in Q1 2026, selling an estimated $89.9K and leaving 53 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Summit Securities Group first reported a position in DLR in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2021. 1,243 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Summit Securities Group held 53 shares of Digital Realty Trust worth $9.55K as of Q1 2026.
Summit Securities Group sold 526 Digital Realty Trust shares in Q1 2026, an estimated $89.9K.
Digital Realty Trust made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #678 holding.
Summit Securities Group first reported a position in Digital Realty Trust in Q2 2014 and has held it in 23 quarters since.
Summit Securities Group's Digital Realty Trust position peaked at $1.43M in Q4 2021.
1,243 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.