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Symphony Financial’s Digital Realty Trust DLR Stock Holding History

Symphony Financial’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 		$644K Buy
3,401
+366
+12% +$70.1K 0.07% 172
2026
Q1 		$544K Sell
3,035
-294
-9% -$50.3K 0.07% 157
2025
Q4 		$521K Sell
3,329
-10,087
-75% -$1.66M 0.07% 158
2025
Q3 		$2.28M Sell
13,416
-433
-3% -$74K 0.28% 75
2025
Q2 		$2.38M Buy
+13,849
New +$2.26M 0.31% 70
2025
Q1 		– Sell
-13,778
Closed -$2.53M – 126
2024
Q4 		$2.53M Sell
13,778
-908
-6% -$161K 0.4% 56
2024
Q3 		$2.37M Sell
14,686
-94
-0.6% -$14.4K 0.39% 63
2024
Q2 		$2.2M Sell
14,780
-591
-4% -$84.9K 0.4% 58
2024
Q1 		$2.21M Sell
15,371
-624
-4% -$88.2K 0.52% 50
2023
Q4 		$2.22M Sell
15,995
-856
-5% -$111K 0.48% 55
2023
Q3 		$1.99M Buy
16,851
+516
+3% +$63.4K 0.49% 41
2023
Q2 		$1.83M Buy
16,335
+6,897
+73% +$682K 0.45% 54
2023
Q1 		$882K Buy
9,438
+1,023
+12% +$108K 0.23% 87
2022
Q4 		$872K Sell
8,415
-3,819
-31% -$390K 0.23% 81
2022
Q3 		$1.19M Buy
12,234
+289
+2% +$35.4K 0.39% 60
2022
Q2 		$1.52M Sell
11,945
-1,281
-10% -$177K 0.45% 46
2022
Q1 		$1.96M Buy
13,226
+481
+4% +$69.5K 0.46% 47
2021
Q4 		$2.23M Buy
12,745
+1,736
+16% +$278K 0.62% 36
2021
Q3 		$1.62M Sell
11,009
-381
-3% -$59.8K 0.56% 40
2021
Q2 		$1.73M Sell
11,390
-4,859
-30% -$734K 0.59% 39
2021
Q1 		$2.35M Buy
16,249
+7,045
+77% +$974K 0.62% 33
2020
Q4 		$1.25M Sell
9,204
-820
-8% -$117K 0.45% 45
2020
Q3 		$1.47M Buy
10,024
+1,541
+18% +$231K 0.6% 37
2020
Q2 		$1.21M Buy
+8,483
New +$1.2M 0.58% 36

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

Symphony Financial's DLR Position: Q2 2026 in Review

Symphony Financial increased its Digital Realty Trust (DLR) stake by 12% in Q2 2026, buying an estimated $70.1K and bringing the position to 3,401 shares worth $644K. The position accounts for 0.07% of the portfolio, ranked #172.

Symphony Financial first reported a position in DLR in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.53M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Symphony Financial held 3,401 shares of Digital Realty Trust worth $644K as of Q2 2026.
  • Symphony Financial bought 366 Digital Realty Trust shares in Q2 2026, an estimated $70.1K.
  • Digital Realty Trust made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #172 holding.
  • Symphony Financial first reported a position in Digital Realty Trust in Q2 2020 and has held it in 24 quarters since.
  • Symphony Financial's Digital Realty Trust position peaked at $2.53M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.