Digital Realty Trust, Inc.
MX ˙ BMV ˙ US2538681030
SecurityMX:DLR / Digital Realty Trust, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership1,705 shares
Latest Disclosed Value $ 307,310
Perigon Wealth Management, LLC reports 19.90% increase in ownership of DLR / Digital Realty Trust, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,705 shares of Digital Realty Trust, Inc. (MX:DLR) valued at $307,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,422 shares of Digital Realty Trust, Inc.. This represents a change in shares of 19.90% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F DIGITAL RLTY TR COM 253868103 1,705 283 19.90 307 39.55 0.0056
2026-01-16 2025-12-31 13F DIGITAL RLTY TR COM 253868103 1,422 -192 -11.90 220 -21.15 0.0039
2025-10-17 2025-09-30 13F DIGITAL RLTY TR COM 253868103 1,614 243 17.72 279 17.23 0.0057
2025-07-16 2025-06-30 13F DIGITAL RLTY TR COM 253868103 1,371 1,371 239 0.0056
2025-04-23 2025-03-31 13F DIGITAL RLTY TR COM 253868103 0 -1,188 -100.00 0 -100.00
2025-01-22 2024-12-31 13F DIGITAL RLTY TR COM 253868103 1,188 1,188 214 0.0053
2024-10-16 2024-09-30 13F DIGITAL RLTY TR COM 253868103 0 -1,715 -100.00 0 -100.00
2024-08-02 2024-06-30 13F DIGITAL RLTY TR COM 253868103 1,715 1,715 261 0.0076
2021-05-17 2021-03-31 13F DIGITAL RLTY TR COM 253868103 0 -361 -100.00 0 -100.00
2021-01-28 2020-12-31 13F DIGITAL RLTY TR COM 253868103 361 361 50 0.0058
2019-02-11 2018-12-31 13F Digital Realty TST. COM 253868103 0 -3,297 -100.00 0 -100.00
2018-11-13 2018-09-30 13F Digital Realty TST. COM 253868103 3,297 1,200 57.22 371 58.55 0.0914
2018-08-09 2018-06-30 13F/A-2 Digital Realty TST. COM 253868103 2,097 -4,395 -67.70 234 -65.79 0.0704
2018-08-08 2018-06-30 13F/A-1 Digital Realty TST. COM 253868103 6,492 0 684 0.2757
2018-08-07 2018-06-30 13F Digital Realty TST. COM 253868103 6,492 0 684 0.2757
2018-05-14 2018-03-31 13F Digital Realty TST. COM 253868103 6,492 -265 -3.92 684 -11.86 0.2520
2018-02-14 2017-12-31 13F Digital Realty TST. COM 253868103 6,757 0 0.00 776 -3.00 0.2896
2017-12-05 2017-09-30 13F Digital Realty TST. COM 253868103 6,757 98 1.47 800 6.38 0.2596
2017-09-12 2017-06-30 13F Digital Realty TST. COM 253868103 6,659 -421 -5.95 752 -0.13 0.1636
2017-06-05 2017-03-31 13F Digital Realty TST. COM 253868103 7,080 0 0.00 753 -1.83 0.1598
2017-03-07 2016-12-31 13F Digital Realty TST. COM 253868103 7,080 104 1.49 767 13.13 0.1675
2016-11-16 2016-09-30 13F Digital Realty TST. COM 253868103 6,976 0 0.00 678 -10.79 0.1741
2016-08-19 2016-06-30 13F Digital Realty TST. COM 253868103 6,976 0 0.00 760 23.18 0.2020
2016-06-03 2016-03-31 13F Digital Realty TST. COM 253868103 6,976 0 0.00 617 15.98 0.1927
2016-03-04 2015-12-31 13F Digital Realty TST. COM 253868103 6,976 -654 -8.57 532 6.83 0.1469
2015-12-02 2015-09-30 13F Digital Realty TST. COM 253868103 7,630 -1,940 -20.27 498 -21.94 0.1478
2015-08-31 2015-06-30 13F Digital Realty TST. COM 253868103 9,570 3 0.03 638 1.11 0.1679
2015-05-11 2015-03-31 13F Digital Realty TST. COM 253868103 9,567 7 0.07 631 -0.47 0.1730
2015-02-18 2014-12-31 13F Digital Realty TST. COM 253868103 9,560 1,585 19.87 634 27.57 0.1905
2014-11-17 2014-09-30 13F Digital Realty TST. COM 253868103 7,975 54 0.68 497 7.58 0.1480
2014-08-12 2014-06-30 13F Digital Realty TST. COM 253868103 7,921 4 0.05 462 10.00 0.1317
2014-05-12 2014-03-31 13F Digital Realty TST COM 253868103 7,917 7 0.09 420 8.25 0.2313
2014-02-18 2013-12-31 13F Digital Realty TST COM 253868103 7,910 7,910 388 0.2152
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.