Summit Securities Group
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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
2023
Q4 		– Sell
-100
Closed -$12K – 719
2023
Q3 		$12K Buy
+100
New +$12.3K ﹤0.01% 407
2021
Q3 		– Sell
-23
Closed -$346K – 737
2021
Q2 		$346K Buy
+23
New +$3.48K 0.03% 480
2020
Q2 		– Sell
-21
Closed -$292K – 424
2020
Q1 		$292K Buy
+21
New +$2.67K 0.05% 210
2018
Q3 		– Sell
-54
Closed -$603K – 211
2018
Q2 		$603K Buy
+54
New +$5.73K 0.09% 119

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Dimensional Fund Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Securities Group's DLR Position: Q3 2026 in Review

Summit Securities Group sold out of Digital Realty Trust (DLR) in Q3 2026, closing a stake of 376 shares — an estimated $67.5K sold.

Summit Securities Group first reported a position in DLR in Q2 2014 and held it in 24 quarters. The position peaked at $1.43M in Q4 2021. 729 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Summit Securities Group reported no remaining Digital Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 376 Digital Realty Trust shares in Q3 2026, an estimated $67.5K.
  • Summit Securities Group first reported a position in Digital Realty Trust in Q2 2014 and held it in 24 quarters.
  • Summit Securities Group's Digital Realty Trust position peaked at $1.43M in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.