HolderBook

DIGITAL RLTY TR INC (DLR)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

42
Reporting holders
$28.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,291
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
MassMutual Private Wealth & Trust, FSB$4.6M26,2530.12%32qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$3.4M19,2350.29%20q-1.4%-$49.3K
BENEDICT FINANCIAL ADVISORS INC$3.0M17,2480.60%26qHELD
Iowa State Bank$2.5M14,4010.43%32q-1.1%-$27.6K
GAMMA Investing LLC$2.1M11,8670.07%12q+4.3%+$86.2K
Werlinich Asset Management, LLC$1.9M10,7780.73%14qHELD
Farther Finance Advisors, LLC$1.8M10,4340.01%16q+9.0%+$151.8K
CoreCap Advisors, LLC$1.4M7,6940.04%9q+4.6%+$58.8K
GoalVest Advisory LLC$1.3M7,2580.22%11q+3.7%+$46.0K
Wedmont Private Capital$823.3K4,6760.02%11q-3.0%-$25.4K
Montecito Bank & Trust$783.7K4,4650.12%12qHELD
Legacy Wealth Asset Management, LLC$589.8K3,3600.13%4qHELD
Vann Equity Management LLC$525.5K2,9940.31%3q+0.7%+$3.9K
EASTERN BANK$498.7K2,8410.01%9q-2.9%-$14.9K
Valeo Financial Advisors, LLC$417.3K2,3770.01%15q+18.1%+$64.1K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$381.3K2,1720.00%32q-1.4%-$5.3K
Canandaigua National Trust Co of Florida$357.9K2,0390.20%8q+34.9%+$92.7K
Versant Capital Management, Inc$352.6K2,0090.03%16q-2.8%-$10.0K
Dakota Community Bank & Trust NA$344.6K1,9630.99%16qHELD
Hummer Financial Advisory Services Inc$280.8K1,6000.18%12qHELD
Adelphi Trust Co$270.1K1,5390.18%3q+6.4%+$16.1K
MOODY NATIONAL BANK TRUST DIVISION$218.7K1,2460.02%4q+3.7%+$7.7K
Hickory Point Bank & Trust$140.4K8000.08%3qHELD
Rosenberg Matthew Hamilton$140.2K7990.03%9qHELD
Coastline Trust Co$87.8K5000.01%9qHELD
Grove Bank & Trust$82.9K4720.01%21q-9.6%-$8.8K
Wealth Enhancement Trust Services, Inc.$79.0K4500.01%4q-50.3%-$79.9K
Roxbury Financial LLC$64.7K3690.05%8qHELD
Horrell Capital Management, Inc.$35.1K2000.02%32qHELD
TOMPKINS FINANCIAL CORP$30.7K1750.00%2qHELD
ARMSTRONG ADVISORY GROUP, INC$19.4K1110.00%16q+0.9%
ELEVATION WEALTH PARTNERS, LLC$19.0K1080.01%12q+8.0%+$1.4K
GILPIN WEALTH MANAGEMENT, LLC$11.2K640.01%newNEW
TOTH FINANCIAL ADVISORY CORP$8.8K500.00%7qHELD
Marquette Asset Management, LLC$8.4K480.00%5q-11.1%-$1.1K
Pensionfund PDN$7.9K45,1194.66%32q-4.2%
MJT & Associates Financial Advisory Group, Inc.$4.6K260.00%7qHELD
Pensionfund Sabic$3.9K21,9474.65%32qHELD
AMERICAN NATIONAL BANK & TRUST$3.5K200.00%2q-72.6%-$9.3K
Retirement Wealth Solutions LLC$3.4K190.00%8q+58.3%+$1.2K
Trust Co$3.2K180.00%4q-73.5%-$8.8K
Planning Strategies Inc.$2.6K150.00%2q+25.0%
GK Wealth Management LLC$2.4K140.00%newNEW
Davis Capital Management$1.9K110.00%5q+10.0%
CX Institutional$5092,8980.01%11q+5.6%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213GNorges Bank5.6%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202642$28.6M162,718214110.0%
Q2 20261,333$73.7B407,601,0241495413580.5%
Q1 20261,255$58.7B323,124,2291414653861.0%
Q4 20251,198$54.0B345,567,255653944251.0%
Q3 20251,229$56.2B321,379,923844783541.3%
Q2 20251,238$58.8B332,906,0691354583941.3%
Q1 20251,181$48.0B331,227,4271114803541.2%
Q4 20241,216$58.8B327,492,1631154163981.1%
Q3 20241,118$54.8B334,695,1361054153371.3%
Q2 20241,095$51.0B331,215,0411084642901.2%
Q1 20241,054$47.9B327,640,509933873781.7%
Q4 20231,045$44.5B323,022,3111103173742.2%
Q3 2023963$39.0B312,937,363843323252.8%
Q2 2023941$37.1B317,518,9021133033582.6%
Q1 2023921$30.1B303,871,674683613241.2%
Q4 2022974$29.3B288,743,031963373601.2%
Q3 2022945$28.0B279,395,737583853161.2%
Q2 20221,007$36.1B274,542,388664093181.2%
Q1 20221,031$39.4B273,958,111704443171.1%
Q4 20211,073$51.8B290,478,9301033753230.9%
Q3 2021990$40.5B277,883,573764082720.9%
Q2 2021990$41.5B273,667,2041003792830.8%
Q1 2021946$38.9B274,314,638934022750.6%
Q4 2020936$37.7B267,314,839853872580.7%
Q3 2020899$40.2B272,189,865913432830.7%
Q2 2020871$39.0B272,850,8991183442640.8%
Q1 2020823$38.6B275,392,6551283662150.9%
Q4 2019775$28.0B232,068,616722772020.9%
Q3 2019709$28.3B216,266,429532682200.7%
Q2 2019702$25.3B212,271,666582542161.1%
Q1 2019700$25.6B213,632,404562692280.8%
Q4 2018696$22.9B213,628,109714100.6%