Digital Realty Trust, INC.

• DR Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 ↗ Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $7.6BWELL $179BBXP $12B +7
• SC Shelton Capital Management Sustainable Equity Commentary ↗ The Shelton Sustainable Equity Fund attributed outperformance versus its environmental benchmark to stock selection, country positioning and style exposure, led by China, the United States, Hong Kong and Korea. Aramark, Valmont Industries, Siemens and Warby Parker aided both comparisons, while Bunge Global, Teledyne Technologies, CF Industries and AECOM detracted. 2Q 2026 —

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