TFC Financial Management’s Digital Realty Trust DLR Stock Holding History

TFC Financial 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	$2.15K	Buy	12 +3	+33%	+$575	﹤0.01%	564
2026 Q1	$1.62K	Hold	9	–	–	﹤0.01%	559
2025 Q4	$1.39K	Hold	9	–	–	﹤0.01%	571
2025 Q3	$1.56K	Hold	9	–	–	﹤0.01%	576
2025 Q2	$1.57K	Sell	9 -2	-18%	-$327	﹤0.01%	531
2025 Q1	$1.58K	Hold	11	–	–	﹤0.01%	513
2024 Q4	$1.95K	Hold	11	–	–	﹤0.01%	506
2024 Q3	$1.78K	Hold	11	–	–	﹤0.01%	515
2024 Q2	$1.67K	Buy	11 +3	+38%	+$431	﹤0.01%	502
2024 Q1	$1.15K	Buy	8 +1	+14%	+$141	﹤0.01%	533
2023 Q4	$943	Hold	7	–	–	﹤0.01%	516
2023 Q3	$848	Hold	7	–	–	﹤0.01%	542
2023 Q2	$798	Sell	7 -5	-42%	-$495	﹤0.01%	533
2023 Q1	$1.18K	Buy	12 +5	+71%	+$527	﹤0.01%	500
2022 Q4	$702	Sell	7 -4	-36%	-$408	﹤0.01%	487
2022 Q3	$1K	Buy	11 +4	+57%	+$491	﹤0.01%	460
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	454
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	471
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	520
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	506
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	504
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	493
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	478
2020 Q3	$1K	Buy	+7	New	+$1.05K	﹤0.01%	445

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

TFC Financial Management's DLR Position: Q2 2026 in Review

TFC Financial Management increased its Digital Realty Trust (DLR) stake by 33% in Q2 2026, buying an estimated $575 and bringing the position to 12 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

TFC Financial Management first reported a position in DLR in Q3 2020 and has held it in 24 quarters since. 1,326 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

TFC Financial Management held 12 shares of Digital Realty Trust worth $2.15K as of Q2 2026.
TFC Financial Management bought 3 Digital Realty Trust shares in Q2 2026, an estimated $575.
Digital Realty Trust made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #564 holding.
TFC Financial Management first reported a position in Digital Realty Trust in Q3 2020 and has held it in 24 quarters since.
1,326 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.