Public record / Tickers / DLR

DLR — DIGITAL REALTY TRUST, INC.

Both disclosure regimes on one name: who in Congress filed about DLR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
27
all PTR rows naming DLR
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $100K–$250K

Sale · traded 2013-12-27 → filed 2014-01-15. Ranked over every DLR row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DLR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DLR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-09-27Marjorie Taylor Greene R–GA-14PurchaseTraded 09-11 +16d$1K–$15K
2025-05-06Marjorie Taylor Greene R–GA-14PurchaseTraded 05-05 +1d$1K–$15K
2025-03-19Marjorie Taylor Greene R–GA-14PurchaseTraded 03-17 +2d$1K–$15K
2024-11-04Marjorie Taylor Greene R–GA-14PurchaseTraded 11-01 +3d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 27 ↗

Members active in DLR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DLR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · DLR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Viking Global Investors $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DIGITAL REALTY TRUST INC

Merged timeline of congressional filings and notable-manager moves on DLR
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+53,495 sh
2026-05-15Bridgewater Associates 13Fadd+12,731 sh
2026-05-15Viking Global Investors 13Fexit−1,507,988 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of DLR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$7.1B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$5.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$3.9B1
4STATE STREET CORP$3.7B1
5BANK OF AMERICA CORP /DE/$1.7B1
6GEODE CAPITAL MANAGEMENT, LLC$1.7B1
7APG Asset Management US Inc.$1.6B1
8CANADA PENSION PLAN INVESTMENT BOARD$1.4B1
9NORTHERN TRUST CORP$996M1
10MORGAN STANLEY$933M1
11DIMENSIONAL FUND ADVISORS LP$874M1
12FMR LLC$841M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$784M1
14Invesco Ltd.$770M1
15Daiwa Securities Group Inc.$747M1
16Legal & General Group Plc$697M1
17PRINCIPAL FINANCIAL GROUP INC$668M1
18CENTERSQUARE INVESTMENT MANAGEMENT LLC$552M1
19Nuveen, LLC$484M1
20Amundi$451M1
21DEUTSCHE BANK AG\$418M1
22Resolution Capital Ltd$355M1
23Bank of New York Mellon Corp$352M1
24VANGUARD FIDUCIARY TRUST CO$331M1
25ALLIANCEBERNSTEIN L.P.$327M1
26UBS Group AG$326M1
27ROYAL BANK OF CANADA$320M1
28Capital International Investors$312M1
29SEI INVESTMENTS CO$297M1
30Capital Research Global Investors$288M1
31DUFF & PHELPS INVESTMENT MANAGEMENT CO$279M1
32HSBC HOLDINGS PLC$262M1
33MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$208M1
34Pictet Asset Management Holding SA$204M1
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$201M1
36D. E. Shaw & Co., Inc.$195M1
37PRUDENTIAL FINANCIAL INC$190M1
38Mitsubishi UFJ Asset Management Co., Ltd.$183M1
39Swiss National Bank$182M1
40Sumitomo Mitsui Trust Group, Inc.$181M1
41Universal- Beteiligungs- und Servicegesellschaft mbH$181M1
42Aberdeen Group plc$161M1
43SCHRODER INVESTMENT MANAGEMENT GROUP$143M1
44Burkehill Global Management, LP$135M1
45RAYMOND JAMES FINANCIAL INC$129M1
46Vanguard Global Advisers, LLC$128M1
47NORDEA INVESTMENT MANAGEMENT AB$126M1
48BARROW HANLEY MEWHINNEY & STRAUSS LLC$125M1
49BNP Paribas Asset Management Holding S.A.$125M1
50CITIGROUP INC$124M1
51Janus Henderson Group Ltd.$122M1
52Rockefeller Capital Management L.P.$116M1
53Asset Management One Co., Ltd.$115M1
54NOMURA ASSET MANAGEMENT CO LTD$111M1
55VANGUARD ASSET MANAGEMENT, Ltd$108M1
56AMERICAN CENTURY COMPANIES INC$105M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$105M1
58National Pension Service$102M1
59AMERIPRISE FINANCIAL INC$102M1
60WELLS FARGO & COMPANY/MN$101M1
61MILLENNIUM MANAGEMENT LLC$96.1M1
62JANE STREET GROUP, LLC$95.5M1
63ENVESTNET ASSET MANAGEMENT INC$88.4M1
64BAMCO INC /NY/$87.4M1
65Adelante Capital Management LLC$86.2M1
66AEW CAPITAL MANAGEMENT L P$82.8M1
67ADAGE CAPITAL PARTNERS GP, L.L.C.$82.8M1
68MANUFACTURERS LIFE INSURANCE COMPANY, THE$82.8M1
69Alyeska Investment Group, L.P.$81.3M1
70CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$80.0M1
71WELLINGTON MANAGEMENT GROUP LLP$76.4M1
72Vanguard Investments Australia, Ltd.$72.1M1
73HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$63.8M1
74STIFEL FINANCIAL CORP$61.3M1
75DANSKE BANK A/S$60.4M1
76Allianz Asset Management GmbH$58.9M1
77FRANKLIN RESOURCES INC$58.5M1
78Swedbank AB$58.2M1
79AVIVA PLC$57.1M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$56.2M1
81MACQUARIE GROUP LTD$54.1M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$52.9M1
83Gotham Asset Management, LLC$52.7M1
84State of New Jersey Common Pension Fund D$51.7M1
85HEITMAN REAL ESTATE SECURITIES LLC$50.8M1
86AQR CAPITAL MANAGEMENT LLC$50.5M1
87LPL Financial LLC$48.8M1
88Korea Investment CORP$46.5M1
89Retirement Systems of Alabama$44.8M1
90Creative Planning$44.6M1
91Focus Partners Wealth$44.0M1
92Clearbridge Investments, LLC$43.2M1
93COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$41.8M1
94BANK OF MONTREAL /CAN/$38.0M1
95Hazelview Securities Inc.$37.7M1
96UniSuper Management Pty Ltd$36.4M1
97Resona Asset Management Co.,Ltd.$35.1M1
98HOMESTEAD ADVISERS CORP$34.1M1
99US BANCORP \DE\$33.7M1
100STATE OF WISCONSIN INVESTMENT BOARD$33.1M1
101Mitsubishi UFJ Trust & Banking Corp$32.0M1
102NEW YORK STATE COMMON RETIREMENT FUND$31.6M1
103KLP KAPITALFORVALTNING AS$31.0M1
104TD ASSET MANAGEMENT INC$29.6M1
105Sumitomo Mitsui DS Asset Management Company, Ltd$29.6M1
106Chevy Chase Trust Holdings, LLC$28.7M1
107PACIFIC HEIGHTS ASSET MANAGEMENT LLC$27.0M1
108Metis Global Partners, LLC$26.8M1
109APG Asset Management N.V.$25.9M1
110FIL Ltd$25.5M1
111VICTORY CAPITAL MANAGEMENT INC$25.2M1
112FIRST TRUST ADVISORS LP$25.2M1
113&PARTNERS$25.1M1
114NATIONAL BANK OF CANADA /FI/$25.0M1
115STOREBRAND ASSET MANAGEMENT AS$25.0M1
116Eurizon Capital SGR S.p.A.$24.9M1
117CIBC Bancorp USA Inc.$24.7M1
118CREDIT AGRICOLE S A$24.6M1
119ROYAL LONDON ASSET MANAGEMENT LTD$24.1M1
120Vert Asset Management LLC$23.9M1
121Midwest Trust Co$23.7M1
122Robeco Institutional Asset Management B.V.$23.3M1
123Uniplan Investment Counsel, Inc.$23.1M1
124IFM Investors Pty Ltd$23.0M1
125Walleye Capital LLC$22.7M1
126OFI INVEST ASSET MANAGEMENT$21.9M1
127VOYA INVESTMENT MANAGEMENT LLC$21.5M1
128Land & Buildings Investment Management, LLC$20.6M1
129M&T BANK CORP$20.3M1
130DnB Asset Management AS$20.1M1
131Lansforsakringar Fondforvaltning AB (publ)$19.6M1
132NEOS Investment Management LLC$19.2M1
133Alberta Investment Management Corp$19.1M1
134Foresight Group Ltd Liability Partnership$19.0M1
135Cornerstone Advisors, LLC$18.8M1
136Tredje AP-fonden$18.5M1
137Sanctuary Advisors, LLC$18.3M1
138CHILTON CAPITAL MANAGEMENT LLC$18.3M1
139Mirae Asset Global Investments Co., Ltd.$18.2M1
140NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$17.8M1
141TORONTO DOMINION BANK$17.6M1
142CITADEL ADVISORS LLC$17.5M1
143NISSAY ASSET MANAGEMENT CORP /JAPAN$17.2M1
144Arizona State Retirement System$17.0M1
145REAVES W H & CO INC$16.9M1
146Baird Financial Group, Inc.$16.8M1
147BROOKFIELD Corp /ON/$16.7M1
148TWO SIGMA INVESTMENTS, LP$16.6M1
149PUBLIC SECTOR PENSION INVESTMENT BOARD$16.5M1
150KORNITZER CAPITAL MANAGEMENT INC /KS$16.2M1
151TODD ASSET MANAGEMENT LLC$16.0M1
152Stony Point Capital LLC$16.0M1
153COMMONWEALTH EQUITY SERVICES, LLC$15.9M1
154Czech National Bank$15.8M1
155PINNACLE ASSOCIATES LTD$15.8M1
156NATIXIS$15.7M1
157Aptus Capital Advisors, LLC$15.6M1
158Cetera Investment Advisers$15.4M1
159STATE OF MICHIGAN RETIREMENT SYSTEM$15.2M1
160Quantinno Capital Management LP$15.1M1
161FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$14.8M1
162SEB Asset Management AB$14.5M1
163CIBC Asset Management Inc$14.0M1
164Varma Mutual Pension Insurance Co$13.9M1
1651832 Asset Management L.P.$13.8M1
166Swiss Life Asset Management Ltd$13.8M1
167ZEVIN ASSET MANAGEMENT LLC$13.6M1
168Capital Investment Advisors, LLC$13.6M1
169Calamos Advisors LLC$13.2M1
170MERCER GLOBAL ADVISORS INC /ADV$12.4M1
171Defiance ETFs, LLC$12.2M1
172BCWM, LLC$12.2M1
173USS Investment Management Ltd$12.1M1
174B&I Capital AG$12.0M1
175NISA INVESTMENT ADVISORS, LLC$11.9M1
176Federation des caisses Desjardins du Quebec$11.7M1
177New Age Alpha Advisors, LLC$11.6M1
178Vision Capital Corp$11.6M1
179BENJAMIN EDWARDS INC$11.4M1
180CIBC WORLD MARKET INC.$11.2M1
181TEACHER RETIREMENT SYSTEM OF TEXAS$11.0M1
182XPONANCE LLC$10.8M1
183Northwest & Ethical Investments L.P.$10.7M1
184Corient Private Wealth LLC$10.6M1
185TRUIST FINANCIAL CORP$10.6M1
186BANK OF NOVA SCOTIA$10.5M1
187ASR Vermogensbeheer N.V.$10.5M1
188SOROS FUND MANAGEMENT LLC$10.3M1
189BEACON INVESTMENT ADVISORY SERVICES, INC.$10.3M1
190Investment Management Corp of Ontario$10.2M1
191Utah Retirement Systems$10.1M1
192ProShare Advisors LLC$10.0M1
193Foster Victor Wealth Advisors, LLC$9.9M1
194Allworth Financial LP$9.9M1
195MAI Capital Management$9.6M1
196O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.5M1
197DigitalBridge Group, Inc.$9.2M1
198HighTower Advisors, LLC$9.1M1
199Pathstone Holdings, LLC$9.1M1
200QRG CAPITAL MANAGEMENT, INC.$9.0M1
201Inspire Investing, LLC$8.9M1
202Presima Securities ULC$8.9M1
203FARMERS & MERCHANTS INVESTMENTS INC$8.9M1
204FRANKLIN STREET ADVISORS INC /NC$8.9M1
205Ensign Peak Advisors, Inc$8.9M1
206GSI Capital Advisors LLC$8.9M1
207Wealthfront Advisers LLC$8.8M1
208Woodline Partners LP$8.8M1
209Royal Fund Management, LLC$8.8M1
210NEW YORK LIFE INVESTMENT MANAGEMENT LLC$8.7M1
211Rakuten Investment Management, Inc.$8.6M1
212BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.5M1
213Ethic Inc.$8.3M1
214Advisors Asset Management, Inc.$8.3M1
215EASTERLY INVESTMENT PARTNERS LLC$8.3M1
216NAPLES GLOBAL ADVISORS, LLC$7.9M1
217HANCOCK WHITNEY CORP$7.9M1
218Cerity Partners LLC$7.8M1
219Capital Investment Counsel, LLC$7.8M1
220ADELL HARRIMAN & CARPENTER INC$7.7M1
221Vanguard Personalized Indexing Management, LLC$7.6M1
222MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.5M1
223MACKENZIE FINANCIAL CORP$7.5M1
224GFS Advisors, LLC$7.1M1
225ROMANO BROTHERS AND COMPANY$7.1M1
226CONSOLIDATED CAPITAL MANAGEMENT, LLC$7.0M1
227Edgemoor Investment Advisors, Inc.$7.0M1
228One Capital Management, LLC$7.0M1
229DJE Kapital AG$6.8M1
230Knights of Columbus Asset Advisors LLC$6.7M1
231NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.7M1
232OSAIC HOLDINGS, INC.$6.7M1
233OREGON PUBLIC EMPLOYEES RETIREMENT FUND$6.7M1
234SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.6M1
235CI INVESTMENTS INC.$6.6M1
236Global Wealth Management Investment Advisory, Inc.$6.6M1
237Dynamic Advisor Solutions LLC$6.5M1
238STEPHENS INC /AR/$6.5M1
239FIFTH THIRD BANCORP$6.3M1
240WASHINGTON TRUST BANK$6.3M1
241OP Asset Management Ltd$6.2M1
242CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$6.1M1
243Sequoia Financial Advisors, LLC$6.1M1
244Chronos Wealth Management, LLC$6.0M1
245Kestra Advisory Services, LLC$6.0M1
246Silver Lake Advisory, LLC$6.0M1
247JAMISON PRIVATE WEALTH MANAGEMENT, INC.$6.0M1
248RENAISSANCE TECHNOLOGIES LLC$5.9M1
249D.A. DAVIDSON & CO.$5.9M1
250Fielder Capital Group LLC$5.9M1
251Avanza Fonder AB$5.8M1
252Steward Partners Investment Advisory, LLC$5.8M1
253S-Bank Fund Management Ltd$5.7M1
254Norinchukin Bank, The$5.6M1
255Equitable Holdings, Inc.$5.6M1
256Mariner, LLC$5.6M1
257ALERUS FINANCIAL NA$5.5M1
258PRUDENTIAL PLC$5.5M1
259SCS Capital Management LLC$5.5M1
260Sophron Capital Management L.P.$5.5M1
261Nordwand Advisors, LLC$5.5M1
262Texas Yale Capital Corp.$5.4M1
263Shannon River Fund Management LLC$5.4M1
264Candriam S.C.A.$5.2M1
265OPPENHEIMER ASSET MANAGEMENT INC.$5.1M1
266UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5.1M1
267COHEN & STEERS, INC.$5.1M1
268Rafferty Asset Management, LLC$5.1M1
269EDGEWOOD MANAGEMENT LLC$5.0M1
270Engineers Gate Manager LP$5.0M1
271ABN AMRO INVESTMENT SOLUTIONS$4.9M1
272SIMON QUICK ADVISORS, LLC$4.9M1
273WESTWOOD HOLDINGS GROUP INC$4.8M1
274Groupe la Francaise$4.8M1
275PATTEN & PATTEN INC/TN$4.7M1
276Brookstone Capital Management$4.7M1
277Stratos Investment Management, LLC$4.7M1
278B. Metzler seel. Sohn & Co. AG$4.7M1
279L & S Advisors Inc$4.7M1
280Harbor Advisors LLC$4.6M1
281MML INVESTORS SERVICES, LLC$4.6M1
282UMB Bank, n.a.$4.5M1
283AIA Group Ltd$4.5M1
284Concurrent Investment Advisors, LLC$4.5M1
285Naviter Wealth, LLC$4.4M1
286DAVENPORT & Co LLC$4.4M1
287Holocene Advisors, LP$4.4M1
288Americana Partners, LLC$4.4M1
289Vident Advisory, LLC$4.3M1
290Tidal Investments LLC$4.3M1
291BLAIR WILLIAM & CO/IL$4.3M1
292Signet Investment Advisory Group, Inc.$4.2M1
293NewEdge Advisors, LLC$4.2M1
294ODDO BHF ASSET MANAGEMENT SAS$4.2M1
295Atlantic Union Bankshares Corp$4.1M1
296UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.1M1
297Trinity Legacy Partners, LLC$4.1M1
298NORTHSTAR ASSET MANAGEMENT INC$4.1M1
299WESTPAC BANKING CORP$4.1M1
300Susquehanna Portfolio Strategies, LLC$4.0M1
301River Wealth Advisors LLC$4.0M1
302Banque Cantonale Vaudoise$3.9M1
303DRW Securities, LLC$3.8M1
304HALL CAPITAL MANAGEMENT CO INC$3.8M1
305FJ Capital Management LLC$3.8M1
306KEYBANK NATIONAL ASSOCIATION/OH$3.7M1
307OPPENHEIMER & CO INC$3.7M1
308WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.7M1
309COZAD ASSET MANAGEMENT INC$3.7M1
310Point Windward Advisors Inc.$3.7M1
311Dai-ichi Life Insurance Company, Ltd$3.6M1
312ARCADIA INVESTMENT MANAGEMENT CORP/MI$3.6M1
313MIZUHO SECURITIES USA LLC$3.5M1
314LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$3.5M1
315CANANDAIGUA NATIONAL CORP$3.5M1
316Beacon Pointe Advisors, LLC$3.5M1
317Osmosis Investment Management UK Ltd$3.5M1
318JPL Wealth Management, LLC$3.5M1
319Marshall Financial Group, LLC$3.4M1
320Generali Asset Management SPA SGR$3.4M1
321Cherry Creek Investment Advisors, Inc.$3.4M1
322Vanderbilt University$3.4M1
323Boston Common Asset Management, LLC$3.3M1
324Maryland State Retirement & Pension System$3.2M1
325LBP AM SA$3.2M1
326Occidental Asset Management, LLC$3.2M1
327Sound View Wealth Advisors Group, LLC$3.2M1
328KR Capital LP$3.1M1
329Paralel Advisors LLC$3.1M1
330GeoWealth Management, LLC$3.1M1
331KESTRA PRIVATE WEALTH SERVICES, LLC$3.0M1
332DoubleLine ETF Adviser LP$3.0M1
333Integrated Advisors Network LLC$3.0M1
334Crossmark Global Holdings, Inc.$3.0M1
335MARCO INVESTMENT MANAGEMENT LLC$3.0M1
336Horst & Graben Wealth Management LLC$2.9M1
337INTECH INVESTMENT MANAGEMENT LLC$2.9M1
338Vestmark Advisory Solutions, Inc.$2.9M1
339Hixon Zuercher, LLC$2.9M1
340Sagace Wealth Management LLC$2.9M1
341AG2R LA MONDIALE GESTION D'ACTIFS$2.9M1
342Hennion & Walsh Asset Management, Inc.$2.9M1
343BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.9M1
344Vontobel Holding Ltd.$2.8M1
345Tower Research Capital LLC (TRC)$2.8M1
346Gold Investment Management Ltd.$2.8M1
347OpenArc Corporate Advisory, LLC$2.8M1
348Loudon Investment Management, LLC$2.8M1
349Generali Investments CEE, investicni spolecnost, a.s.$2.7M1
350NOMURA HOLDINGS INC$2.7M1
351Union Bancaire Privee, UBP SA$2.7M1
352Allspring Global Investments Holdings, LLC$2.7M1
353Redmond Asset Management, LLC$2.7M1
354Bridgewater Associates, LP$2.6M1
355Ellsworth Advisors, LLC$2.6M1
356Vinva Investment Management Ltd$2.6M1
357Assenagon Asset Management S.A.$2.6M1
358Plan Group Financial, LLC$2.6M1
359Iowa State Bank$2.6M1
360Measured Risk Portfolios, Inc.$2.6M1
361Robbins Farley$2.6M1
362JENNISON ASSOCIATES LLC$2.5M1
363Harrington Investments, INC$2.5M1
364Summit Trail Advisors, LLC$2.4M1
365Pine Valley Investments Ltd Liability Co$2.4M1
366Meiji Yasuda America Inc$2.4M1
367BankPlus Trust Department$2.4M1
368Edgestream Partners, L.P.$2.4M1
369MUFG Securities EMEA plc$2.4M1
370Taylor Frigon Capital Management LLC$2.4M1
371EFG International AG$2.4M1
372World Investment Advisors$2.3M1
373LEAVELL INVESTMENT MANAGEMENT, INC.$2.3M1
374HB Wealth Management, LLC$2.3M1
375HBK INVESTMENTS L P$2.3M1
376Pathway Financial Advisers, LLC$2.3M1
377Saudi Central Bank$2.3M1
378ArrowMark Colorado Holdings LLC$2.3M1
379Pinnacle Financial Partners, Inc.$2.2M1
380NOVARE CAPITAL MANAGEMENT LLC$2.2M1
381Independent Advisor Alliance$2.2M1
382Smith Salley Wealth Management$2.2M1
383Norway Savings Bank$2.2M1
384TOKIO MARINE ASSET MANAGEMENT CO LTD$2.2M1
385Armor Investment Advisors, LLC$2.1M1
386E. Ohman J:or Asset Management AB$2.1M1
387GREAT LAKES ADVISORS, LLC$2.1M1
388Vectors Research Management, LLC$2.1M1
389Atria Investments, Inc$2.1M1
390Perpetual Ltd$2.1M1
391Private Advisor Group, LLC$2.0M1
392Lido Advisors, LLC$2.0M1
393Gerber Kawasaki Wealth & Investment Management$2.0M1
394Y-Intercept (Hong Kong) Ltd$2.0M1
395Platform Technology Partners$2.0M1
396LDR Capital Management LLC$2.0M1
397Werlinich Asset Management, LLC$1.9M1
398ELEVATION POINT WEALTH PARTNERS, LLC$1.9M1
399AZZAD ASSET MANAGEMENT INC /ADV$1.9M1
400GLENMEDE TRUST CO NA$1.9M1
401COMMERCE BANK$1.9M1
402CWM, LLC$1.9M1
403CONDOR CAPITAL MANAGEMENT$1.9M1
404Boomfish Wealth Group, LLC$1.9M1
405NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M1
406J. Safra Sarasin Holding AG$1.9M1
407Apollon Wealth Management, LLC$1.8M1
408North Dakota State Investment Board$1.8M1
409Argentarii, LLC$1.8M1
410WealthShield Partners, LLC$1.8M1
411RoundAngle Advisors LLC$1.8M1
412CHOREO, LLC$1.8M1
413Waterloo Capital, L.P.$1.7M1
414Legacy Bridge, LLC$1.7M1
415Mendel Money Management$1.7M1
416Snowden Capital Advisors LLC$1.7M1
417QUADRANT CAPITAL GROUP LLC$1.6M1
418Intesa Sanpaolo S.p.A.$1.6M1
419MUFG SECURITIES AMERICAS INC.$1.6M1
420Shepherd Financial Partners LLC$1.6M1
421Summit Financial, LLC$1.6M1
422SECURIAN ASSET MANAGEMENT, INC$1.6M1
423Jefferies Financial Group Inc.$1.6M1
424Fort Sheridan Advisors LLC$1.5M1
425Squarepoint Ops LLC$1.5M1
426MONETA GROUP INVESTMENT ADVISORS LLC$1.5M1
427Telos Capital Management, Inc.$1.5M1
428Merit Financial Group, LLC$1.5M1
429Convergence Investment Partners, LLC$1.5M1
430PACIFIC SUN FINANCIAL CORP$1.5M1
431TRUST CO OF TOLEDO NA /OH/$1.5M1
432COURIER CAPITAL LLC$1.5M1
433VestGen Advisors, LLC$1.4M1
434Callan Family Office, LLC$1.4M1
435Ballentine Partners, LLC$1.4M1
436SCOTIA CAPITAL INC.$1.4M1
437YANKCOM Partnership$1.4M1
438COLDSTREAM CAPITAL MANAGEMENT INC$1.4M1
439EXCHANGE TRADED CONCEPTS, LLC$1.4M1
440Total Wealth Planning & Management, Inc.$1.4M1
441ARBOR CAPITAL MANAGEMENT INC /ADV$1.4M1
442TD Waterhouse Canada Inc.$1.3M1
443PFG Investments, LLC$1.3M1
444GUGGENHEIM CAPITAL LLC$1.3M1
445Retirement Planning Co of New England, Inc.$1.3M1
446IHT Wealth Management, LLC$1.3M1
447SILVER OAK SECURITIES, INCORPORATED$1.3M1
448Harvest Portfolios Group Inc.$1.3M1
449IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.2M1
450TRED AVON FAMILY WEALTH, LLC$1.2M1
451Mirabaud Asset Management Ltd$1.2M1
452ROMAN BUTLER FULLERTON & CO$1.2M1
453Meeder Advisory Services, Inc.$1.2M1
454Stratos Wealth Partners, LTD.$1.2M1
455Ameritas Investment Partners, Inc.$1.2M1
456Paragon Private Wealth Management, LLC$1.2M1
457PRELUDE CAPITAL MANAGEMENT, LLC$1.2M1
458BROWN ADVISORY INC$1.1M1
459Belpointe Asset Management LLC$1.1M1
460Fortis Capital Advisors, LLC$1.1M1
461Jacobi Capital Management LLC$1.1M1
462Carnegie Investment Counsel$1.1M1
463Vise Technologies, Inc.$1.1M1
464Waverly Advisors, LLC$1.1M1
465Lighthouse Investment Partners, LLC$1.1M1
466Orion Porfolio Solutions, LLC$1.1M1
467Columbia Bank$1.1M1
468Tacita Capital Inc$1.1M1
469Savant Capital, LLC$1.1M1
470GTS SECURITIES LLC$1.1M1
471Kintegral Advisory, LLC$1.1M1
472CARRET ASSET MANAGEMENT, LLC$1.1M1
473Gladstone Institutional Advisory LLC$1.1M1
474Compound Planning, Inc.$1.0M1
475Dorsey & Whitney Trust CO LLC$1.0M1
476Parallax Volatility Advisers, L.P.$1.0M1
477TWIN CAPITAL MANAGEMENT INC$1.0M1
478Gilman Hill Asset Management, LLC$998K1
479Probity Advisors, Inc.$983K1
480DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$981K1
481EVERGREEN CAPITAL MANAGEMENT LLC$980K1
482RED CEDAR INVESTMENT MANAGEMENT, LLC$977K1
483Cyndeo Wealth Partners, LLC$963K1
484SNOWWATER INVESTMENT PARTNERS, LLC$958K1
485Brooklyn Investment Group$955K1
486Cresset Asset Management, LLC$943K1
487Mystic Asset Management, Inc.$942K1
488SIGNATUREFD, LLC$934K1
489GREENLEAF TRUST$927K1
490TEMA ETFS LLC$918K1
491Goelzer Investment Management, Inc.$913K1
492CHICAGO TRUST Co NA$908K1
493Forest Hill Capital, LLC$901K1
494Lavaca Capital LLC$901K1
495Agate Pass Investment Management, LLC$895K1
496WULFF, HANSEN & CO.$894K1
497Smartleaf Asset Management LLC$888K1
498IEQ CAPITAL, LLC$883K1
499Wealthspire Advisors, LLC$883K1
500Prudent Man Advisors, LLC$881K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DLR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DLR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for DLR · financials and macro

Financials — as filed PLANNED

DLR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DLR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing