Tompkins Financial’s Digital Realty Trust DLR Stock Holding History

Tompkins 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 Q3	$30.7K	Hold	175	–	–	﹤0.01%	375
2026 Q2	$31.4K	Buy	+175	New	+$33.5K	﹤0.01%	371
2021 Q4	–	Sell	-75	Closed	-$11K	–	359
2021 Q3	$11K	Buy	+75	New	+$11.8K	﹤0.01%	322
2021 Q1	$23K	Hold	166	–	–	﹤0.01%	314
2020 Q4	$23K	Sell	166 -955	-85%	-$137K	﹤0.01%	310
2020 Q3	$165K	Buy	1,121 +91	+9%	+$13.6K	0.03%	155
2020 Q2	$146K	Sell	1,030 -345	-25%	-$48.8K	0.03%	161
2020 Q1	$191K	Hold	1,375	–	–	0.04%	153
2019 Q4	$165K	Sell	1,375 -130	-9%	-$16K	0.03%	169
2019 Q3	$195K	Sell	1,505 -1,015	-40%	-$123K	0.04%	152
2019 Q2	$297K	Sell	2,520 -95	-4%	-$11.3K	0.06%	140
2019 Q1	$311K	Hold	2,615	–	–	0.06%	139
2018 Q4	$279K	Hold	2,615	–	–	0.06%	143
2018 Q3	$294K	Sell	2,615 -80	-3%	-$9.58K	0.06%	149
2018 Q2	$301K	Hold	2,695	–	–	0.06%	151
2018 Q1	$284K	Hold	2,695	–	–	0.06%	151
2017 Q4	$307K	Hold	2,695	–	–	0.07%	146
2017 Q3	$319K	Sell	2,695 -1,175	-30%	-$136K	0.08%	135
2017 Q2	$437K	Hold	3,870	–	–	0.11%	112
2017 Q1	$412K	Buy	3,870 +2,855	+281%	+$300K	0.1%	109
2016 Q4	$100K	Buy	+1,015	New	+$94.4K	0.03%	172

Other funds holding DLR

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Tompkins Financial's DLR Position: Q3 2026 in Review

Tompkins Financial held its Digital Realty Trust (DLR) position steady in Q3 2026 at 175 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Tompkins Financial first reported a position in DLR in Q4 2016 and has held it in 21 quarters since. The position peaked at $437K in Q2 2017. 106 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

Tompkins Financial held 175 shares of Digital Realty Trust worth $30.7K as of Q3 2026.
Tompkins Financial left its Digital Realty Trust share count unchanged in Q3 2026.
Digital Realty Trust made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #375 holding.
Tompkins Financial first reported a position in Digital Realty Trust in Q4 2016 and has held it in 21 quarters since.
Tompkins Financial's Digital Realty Trust position peaked at $437K in Q2 2017.
106 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.