Summit Trail Advisors’s Digital Realty Trust DLR Stock Holding History

Summit Trail Advisors’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
2026 Q1	$2.45M	Sell	13,586 -460	-3%	-$78.6K	0.04%	407
2025 Q4	$2.19M	Sell	14,046 -442	-3%	-$72.6K	0.04%	356
2025 Q3	$2.5M	Buy	14,488 +12,363	+582%	+$2.11M	0.03%	330
2025 Q2	$370K	Buy	+2,125	New	+$347K	0.01%	840
2024 Q4	–	Sell	-1,667	Closed	-$270K	–	489
2024 Q3	$270K	Buy	1,667 +225	+16%	+$34.5K	0.01%	582
2024 Q2	$219K	Buy	+1,442	New	+$207K	0.01%	569
2018 Q1	–	Sell	-212	Closed	-$24K	–	756
2017 Q4	$24K	Buy	+212	New	+$25K	﹤0.01%	994

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 Trail Advisors's DLR Position: Q1 2026 in Review

Summit Trail Advisors reduced its Digital Realty Trust (DLR) stake by 3.3% in Q1 2026, selling an estimated $78.6K and leaving 13,586 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #407.

Summit Trail Advisors first reported a position in DLR in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.5M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold DLR as of Q1 2026.

Summit Trail Advisors held 13,586 shares of Digital Realty Trust worth $2.45M as of Q1 2026.
Summit Trail Advisors sold 460 Digital Realty Trust shares in Q1 2026, an estimated $78.6K.
Digital Realty Trust made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #407 holding.
Summit Trail Advisors first reported a position in Digital Realty Trust in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's Digital Realty Trust position peaked at $2.5M in Q3 2025.
1,242 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.