West Family Investments’s Digital Realty Trust DLR Stock Holding History

West Family Investments’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	-1,479	Closed	-$256K	–	367
2025 Q3	$256K	Buy	1,479 +17	+1%	+$2.91K	0.06%	310
2025 Q2	$255K	Buy	+1,462	New	+$239K	0.07%	290
2021 Q4	–	Sell	-1,478	Closed	-$213K	–	338
2021 Q3	$213K	Buy	+1,478	New	+$232K	0.06%	298

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Family Investments's DLR Position: Q4 2025 in Review

West Family Investments sold out of Digital Realty Trust (DLR) in Q4 2025, closing a stake of 1,479 shares — an estimated $256K sold.

West Family Investments first reported a position in DLR in Q3 2021 and held it in 3 quarters. The position peaked at $256K in Q3 2025. 1,190 funds tracked by Wall St. Rank hold DLR as of Q4 2025.

West Family Investments reported no remaining Digital Realty Trust position as of Q4 2025 after selling out during the quarter.
West Family Investments sold 1,479 Digital Realty Trust shares in Q4 2025, an estimated $256K.
West Family Investments first reported a position in Digital Realty Trust in Q3 2021 and held it in 3 quarters.
West Family Investments's Digital Realty Trust position peaked at $256K in Q3 2025.
1,190 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2025.

Based on West Family Investments's 13F filing for Q4 2025, filed 11 Feb 2026.