SUN LIFE FINANCIAL INC DLR — DIGITAL REALTY TRUST INC COM

Ownership history in SUN LIFE FINANCIAL INC  ·  39 quarters on record

AI Ownership Summary

SUN LIFE FINANCIAL INC reported DIGITAL REALTY TRUST INC COM (DLR) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.04% in 2025 Q2. The latest visible filing shows DLR at 0.08% 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 SUN LIFE FINANCIAL INC's position in DIGITAL REALTY TRUST INC COM, 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 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2025 Q2

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 SUN LIFE FINANCIAL INC fund profile SUN LIFE FINANCIAL INC full holdings
How SUN LIFE FINANCIAL INC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,136 — 0% 0.08% $1K 2026-05-14 $192.84
2025 Q4 REDUCED 96.2% +17.3% ❌ 8,136 -205,373 -96.2% 0.07% $1.3M 2026-02-12 $179.09
2025 Q3 UNCHANGED — — — 213,509 — 0% 1.88% $36.9M 2025-11-10 $166.73
2025 Q2 UNCHANGED — — — 213,509 — 0% 2.04% $37.2M 2025-08-13 $164.94
2025 Q1 ADDED — — — 213,509 +9,939 +4.9% 1.94% $30.6M 2025-05-08 $161.98
2024 Q4 UNCHANGED — — — 203,570 — 0% 2.01% $36.1M 2025-02-13 $158.80
2024 Q3 ADDED — — — 203,570 +43,689 +27.3% 1.84% $32.9M 2024-10-24 $158.07
2024 Q2 UNCHANGED — — — 159,881 — 0% 1.45% $24.3M 2024-08-12 $141.31
2024 Q1 ADDED — — — 159,881 +138,903 +662.1% 1.45% $23.0M 2024-05-07 $136.28
2023 Q4 ADDED — — — 20,978 +20,809 +12313.0% 1.07% $156K 2024-02-07 $135.91
29 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

APG Asset Management US Inc. 3Y 7Y 11.98% COHEN & STEERS, INC. 3Y 7Y 8.82% Vert Asset Management LLC 3Y 7.6% Resolution Capital Ltd 3Y 7Y 7.47% Hazelview Securities Inc. 3Y 7Y 7.02% Burkehill Global Management, LP 6.7% AEW CAPITAL MANAGEMENT L P 3Y 7Y 6.01% Waterfront Capital Partners, LLC 3Y 7Y 6.0% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 5.71% Presima Securities ULC 3Y 7Y 5.0%

FAQ About SUN LIFE FINANCIAL INC and DLR

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

How long has SUN LIFE FINANCIAL INC reported owning DLR?

SUN LIFE FINANCIAL INC reported DLR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DLR position in SUN LIFE FINANCIAL INC's portfolio?

The largest reported portfolio weight for DLR was 2.04% in 2025 Q2.

What is the latest reported DLR position on this page?

The most recent filing on this page is 2026 Q1, when SUN LIFE FINANCIAL INC reported 8,136 shares, equal to 0.08% of portfolio, with an estimated market value of $1K.

What does the chart on this DLR ownership page compare?

The chart compares SUN LIFE FINANCIAL INC'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.

How well did SUN LIFE FINANCIAL INC time their DLR position?

Based on 13F filing dates vs. subsequent DLR price moves, SUN LIFE FINANCIAL INC correctly timed 18 out of 33 reported position changes (55%). The annualised alpha on DLR relative to SPY over the holding period was -2.2%.

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