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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

Other funds holding DLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
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.