TFC Financial Management
DLR icon

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
Q3 		$2.11K Hold
12
– – ﹤0.01% 572
2026
Q2 		$2.16K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

TFC Financial Management's DLR Position: Q3 2026 in Review

TFC Financial Management held its Digital Realty Trust (DLR) position steady in Q3 2026 at 12 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

TFC Financial Management first reported a position in DLR in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.16K in Q2 2026. 793 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • TFC Financial Management held 12 shares of Digital Realty Trust worth $2.11K as of Q3 2026.
  • TFC Financial Management left its Digital Realty Trust share count unchanged in Q3 2026.
  • Digital Realty Trust made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #572 holding.
  • TFC Financial Management first reported a position in Digital Realty Trust in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Digital Realty Trust position peaked at $2.16K in Q2 2026.
  • 793 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.