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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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.