DLR — DIGITAL REALTY TRUST INC

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  35 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported DIGITAL REALTY TRUST INC (DLR) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.93% in 2024 Q4. The latest visible filing shows DLR at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in DIGITAL REALTY TRUST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DLR was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DLR stock page LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI held DLR — position size vs. price
% of Fund (quarterly)    DLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 46,179 -213 -0.5% 0.78% $8.3M 2026-05-15 (Est.) $197.80
2025 Q4 REDUCED 46,392 -213 -0.5% 0.67% $7.2M 2026-01-12 $156.80
2025 Q3 REDUCED 46,605 -59 -0.1% 0.77% $8.1M 2025-10-09 $172.64
2025 Q2 REDUCED 46,664 -729 -1.5% 0.84% $8.1M 2025-07-02 $168.44
2025 Q1 REDUCED 47,393 -1,232 -2.5% 0.76% $6.8M 2025-04-08 $132.25
2024 Q4 REDUCED 48,625 -1,521 -3.0% 0.93% $8.6M 2025-01-10 $167.02
2024 Q3 UNCHANGED 50,146 — 0% 0.87% $7.6M 2024-10-03 $150.58
2024 Q2 REDUCED 50,146 -2,371 -4.5% 0.87% $7.6M 2024-07-16 $154.21
2024 Q1 REDUCED 52,517 -279 -0.5% 0.89% $7.6M 2024-04-15 $130.56
2023 Q4 REDUCED 52,796 -3,070 -5.5% 0.91% $7.1M 2024-01-12 $128.07
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DLR

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 7.6% Pensionfund PDN 3Y 7Y 4.91% Pensionfund Sabic 3Y 7Y 4.76% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 2.26% Point Windward Advisors Inc. 3Y 7Y 1.84% Stolper Co 3Y 1.58% RoundAngle Advisors LLC 1.33% Harrington Investments, INC 3Y 7Y 1.31% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 1.28% Werlinich Asset Management, LLC 0.94%

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and DLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning DLR?

LVM CAPITAL MANAGEMENT LTD/MI reported DLR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DLR position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for DLR was 0.93% in 2024 Q4.

What is the latest reported DLR position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 46,179 shares, equal to 0.78% of portfolio, with an estimated market value of $8.3M.

What does the chart on this DLR ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly DLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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