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Digital Realty Trust shares owned by UMA Financial Services

Quarter-by-quarter ownership of Digital Realty Trust (DLR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Digital Realty Trust

Tip: Access up to 7 years of quarterly data

All positions including Digital Realty Trust held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Digital Realty Trust by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $120k 778 154.61
2025-09-30 $112k 646 172.75
2025-06-30 $101k 581 174.18
2025-03-31 $81k 562 143.17
2024-12-31 $101k 571 177.18

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Digital Realty Trust

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Norges Bank Investment Management
State Street Corporation
Geode Capital Management
APG Asset Management US
Canada Pension Plan Investment Board
Northern Trust
Ubs Global Asset Management Americas
Dimensional Fund Advisors
Daiwa Securities Group
Invesco
FMR
Charles Schwab Investment Management

View all funds holding Digital Realty Trust