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Toth Financial Advisory’s Digital Realty Trust DLR Stock Holding History

Toth Financial Advisory’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 		$8.78K Hold
50
– – ﹤0.01% 600
2026
Q2 		$8.98K Sell
50
-14
-22% -$2.68K ﹤0.01% 592
2026
Q1 		$11.5K Hold
64
– – ﹤0.01% 543
2025
Q4 		$9.9K Buy
64
+14
+28% +$2.3K ﹤0.01% 552
2025
Q3 		$8.64K Hold
50
– – ﹤0.01% 543
2025
Q2 		$8.72K Hold
50
– – ﹤0.01% 502
2025
Q1 		$7.17K Buy
+50
New +$8.13K ﹤0.01% 490
2024
Q4 		– Sell
-11
Closed -$1.78K – 714
2024
Q3 		$1.78K Hold
11
– – ﹤0.01% 610
2024
Q2 		$1.67K Buy
+11
New +$1.58K ﹤0.01% 626
2021
Q1 		– Sell
-200
Closed -$28K – 684
2020
Q4 		$28K Buy
+200
New +$28.6K ﹤0.01% 301

Other funds holding DLR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's DLR Position: Q3 2026 in Review

Toth Financial Advisory held its Digital Realty Trust (DLR) position steady in Q3 2026 at 50 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Toth Financial Advisory first reported a position in DLR in Q4 2020 and has held it in 10 quarters since. The position peaked at $28K in Q4 2020. 45 funds tracked by Wall St. Rank hold DLR as of Q3 2026.

  • Toth Financial Advisory held 50 shares of Digital Realty Trust worth $8.78K as of Q3 2026.
  • Toth Financial Advisory left its Digital Realty Trust share count unchanged in Q3 2026.
  • Digital Realty Trust made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #600 holding.
  • Toth Financial Advisory first reported a position in Digital Realty Trust in Q4 2020 and has held it in 10 quarters since.
  • Toth Financial Advisory's Digital Realty Trust position peaked at $28K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.