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

Tortoise 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
2025
Q4 		– Sell
-18
Closed -$3.11K – 554
2025
Q3 		$3.11K Buy
18
+3
+20% +$513 ﹤0.01% 787
2025
Q2 		$2.62K Buy
+15
New +$2.45K ﹤0.01% 746
2023
Q4 		– Sell
-5
Closed -$605 – 797
2023
Q3 		$605 Buy
+5
New +$614 ﹤0.01% 757
2018
Q1 		– Sell
-34
Closed -$4K – 551
2017
Q4 		$4K Hold
34
– – ﹤0.01% 470
2017
Q3 		$4K Hold
34
– – ﹤0.01% 422
2017
Q2 		$4K Hold
34
– – ﹤0.01% 419
2017
Q1 		$4K Sell
34
-37
-52% -$3.89K ﹤0.01% 402
2016
Q4 		$7K Buy
+71
New +$6.6K ﹤0.01% 367

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tortoise Investment Management's DLR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 18 shares — an estimated $3.11K sold.

Tortoise Investment Management first reported a position in DLR in Q4 2016 and held it in 8 quarters. The position peaked at $7K in Q4 2016. 1,190 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

  • Tortoise Investment Management reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 18 Digital Realty Trust shares in Q4 2025, an estimated $3.11K.
  • Tortoise Investment Management first reported a position in Digital Realty Trust in Q4 2016 and held it in 8 quarters.
  • Tortoise Investment Management's Digital Realty Trust position peaked at $7K in Q4 2016.
  • 1,190 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.