DLR β€” DIGITAL RLTY TR INC

Ownership history in PFG Advisors  Β·  8 quarters on record

AI Ownership Summary

PFG Advisors reported DIGITAL RLTY TR INC (DLR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows DLR at 0.01% 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 PFG Advisors's position in DIGITAL RLTY TR 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
2025 Q3

DLR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 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 2025 Q3

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.

How PFG Advisors held DLR β€” position size vs. price
% of Fund (quarterly)    DLR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,463 -12 -0.8% 0.01% $253K 2025-11-13 $155.79
2025 Q1 REDUCED 1,475 -5 -0.3% 0.01% $211K 2025-05-06 $161.91
2024 Q4 REDUCED 1,480 -25 -1.7% 0.02% $262K 2025-02-07 $161.94
2024 Q3 UNCHANGED 1,505 β€” 0% 0.02% $244K 2024-10-15 $154.32
2024 Q2 REDUCED 1,505 -68 -4.3% 0.02% $229K 2024-08-08 $142.17
2024 Q1 REDUCED 1,573 -20 -1.3% 0.02% $227K 2024-05-07 $136.28
2023 Q4 REDUCED 1,593 -2,042 -56.2% 0.02% $214K 2024-01-19 $128.31
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About PFG Advisors and DLR

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

How long has PFG Advisors reported owning DLR?

PFG Advisors reported DLR across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DLR position in PFG Advisors's portfolio?

The largest reported portfolio weight for DLR was 0.02% in 2023 Q4.

What is the latest reported DLR position on this page?

The most recent filing on this page is 2025 Q3, when PFG Advisors reported 1,463 shares, equal to 0.01% of portfolio, with an estimated market value of $253K.

What does the chart on this DLR ownership page compare?

The chart compares PFG Advisors'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.

← Back to PFG Advisors Holdings