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Synergy Investment Management’s Digital Realty Trust DLR Stock Holding History

Synergy Investment Management’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 		$75K Sell
417
-12
-3% -$2.3K 0.02% 318
2026
Q1 		$77.2K Buy
+429
New +$73.3K 0.03% 230
2025
Q2 		– Sell
-818
Closed -$117K – 198
2025
Q1 		$117K Buy
818
+18
+2% +$2.93K 0.05% 162
2024
Q4 		$142K Buy
+800
New +$142K 0.06% 147

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

Synergy Investment Management's DLR Position: Q2 2026 in Review

Synergy Investment Management reduced its Digital Realty Trust (DLR) stake by 2.8% in Q2 2026, selling an estimated $2.3K and leaving 417 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #318.

Synergy Investment Management first reported a position in DLR in Q4 2024 and has held it in 4 quarters since. The position peaked at $142K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Synergy Investment Management held 417 shares of Digital Realty Trust worth $75K as of Q2 2026.
  • Synergy Investment Management sold 12 Digital Realty Trust shares in Q2 2026, an estimated $2.3K.
  • Digital Realty Trust made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #318 holding.
  • Synergy Investment Management first reported a position in Digital Realty Trust in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Digital Realty Trust position peaked at $142K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.