Uniplan Investment Counsel, Inc. DLR DIGITAL REALTY TRUST, INC.

Ownership history in Uniplan Investment Counsel, Inc.  ·  41 quarters on record

AI Ownership Summary

Uniplan Investment Counsel, Inc. reported DIGITAL REALTY TRUST, INC. (DLR) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.37% in 2026 Q1. The latest visible filing shows DLR at 2.37% 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 Uniplan Investment Counsel, Inc.'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 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% in 2026 Q1

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.

How Uniplan Investment Counsel, 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 ADDED 127,970 +115,211 +903.0% 2.37% $23.1M 2026-05-15 $188.51
2025 Q4 REDUCED 81.0% +17.3% 12,759 -54,231 -81.0% 0.55% $2.0M 2026-02-17 $178.67
2025 Q3 ADDED 66,990 +565 +0.9% 1.13% $11.6M 2025-11-14 $155.86
2025 Q2 REDUCED 66,425 -1,326 -2.0% 1.17% $11.6M 2025-08-14 $162.63
2025 Q1 REDUCED 8.0% +22.5% 67,751 -5,888 -8.0% 0.94% $9.7M 2025-05-15 $163.03
2024 Q4 REDUCED 73,639 -1,598 -2.1% 1.21% $13.1M 2025-02-14 $158.29
2024 Q3 REDUCED 8.2% +9.6% 75,237 -6,720 -8.2% 1.06% $12.2M 2024-11-14 $170.59
2024 Q2 REDUCED 15.7% +7.2% 81,957 -15,253 -15.7% 1.13% $12.5M 2024-08-14 $143.62
2024 Q1 ADDED 97,210 +17,551 +22.0% 1.10% $14.0M 2024-05-15 $136.29
2023 Q4 REDUCED 11.1% +6.3% 79,659 -9,925 -11.1% 0.81% $10.8M 2024-02-14 $132.88
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Uniplan Investment Counsel, 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 Uniplan Investment Counsel, Inc. reported owning DLR?

Uniplan Investment Counsel, Inc. reported DLR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DLR position in Uniplan Investment Counsel, Inc.'s portfolio?

The largest reported portfolio weight for DLR was 2.37% in 2026 Q1.

What is the latest reported DLR position on this page?

The most recent filing on this page is 2026 Q1, when Uniplan Investment Counsel, Inc. reported 127,970 shares, equal to 2.37% of portfolio, with an estimated market value of $23.1M.

What does the chart on this DLR ownership page compare?

The chart compares Uniplan Investment Counsel, 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 Uniplan Investment Counsel, Inc. time their DLR position?

Based on 13F filing dates vs. subsequent DLR price moves, Uniplan Investment Counsel, Inc. correctly timed 19 out of 40 reported position changes (48%). The annualised alpha on DLR relative to SPY over the holding period was -0.2%.

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