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 Q2	$2.5M	Buy	13,925 +339	+2%	+$64.9K	0.03%	462
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Trail Advisors's DLR Position: Q2 2026 in Review

Summit Trail Advisors increased its Digital Realty Trust (DLR) stake by 2.5% in Q2 2026, buying an estimated $64.9K and bringing the position to 13,925 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #462.

Summit Trail Advisors first reported a position in DLR in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.5M in Q3 2025. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

Summit Trail Advisors held 13,925 shares of Digital Realty Trust worth $2.5M as of Q2 2026.
Summit Trail Advisors bought 339 Digital Realty Trust shares in Q2 2026, an estimated $64.9K.
Digital Realty Trust made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #462 holding.
Summit Trail Advisors first reported a position in Digital Realty Trust in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's Digital Realty Trust position peaked at $2.5M in Q3 2025.
1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.