Digital Realty (DLR) — What Changed

Material changes in the AI committee's view · 49 events tracked · Detected nightly

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2026-08-25 MINOR
▲ Score Change

DLR's Committee score moved from 52.61 to 53.05 (+0.44, 1 day(s) apart).

52.61 → 53.05 (+0.4)

2026-08-24 MAJOR
▲ Agreement Shift

DLR's Committee agreement moved from 60.00% to 75.00% (+15.00pp, 1 day(s) apart).

60.00 → 75.00 (+15.0)

2026-08-24 MINOR
▲ Score Change

DLR's Committee score moved from 52.61 to 55.77 (+3.16, 1 day(s) apart).

52.61 → 55.77 (+3.2)

2026-08-24 MATERIAL
— Conviction Change

DLR's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-08-23 MAJOR
▲ Agreement Shift

DLR's Committee agreement moved from 60.00% to 75.00% (+15.00pp, 1 day(s) apart).

60.00 → 75.00 (+15.0)

2026-08-23 MINOR
▲ Score Change

DLR's Committee score moved from 52.61 to 55.77 (+3.16, 1 day(s) apart).

52.61 → 55.77 (+3.2)

2026-08-23 MATERIAL
— Conviction Change

DLR's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-08-22 MINOR
▼ Score Change

DLR's Committee score moved from 56.05 to 52.61 (-3.44, 1 day(s) apart).

56.05 → 52.61 (-3.4)

2026-08-22 MATERIAL
— Conviction Change

DLR's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-21 MATERIAL
— Conviction Change

DLR's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-08-21 MINOR
▼ Score Change

DLR's Committee score moved from 54.55 to 53.05 (-1.50, 1 day(s) apart).

54.55 → 53.05 (-1.5)

2026-08-20 MAJOR
▼ Agreement Shift

DLR's Committee agreement moved from 75.00% to 60.00% (-15.00pp, 1 day(s) apart).

75.00 → 60.00 (-15.0)

2026-08-20 MINOR
▼ Score Change

DLR's Committee score moved from 58.19 to 54.55 (-3.64, 1 day(s) apart).

58.19 → 54.55 (-3.6)

2026-08-20 MATERIAL
— Conviction Change

DLR's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-08-20 MAJOR
— Rating Change

DLR moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-08-19 MAJOR
▲ Agreement Shift

DLR's Committee agreement moved from 60.00% to 75.00% (+15.00pp, 1 day(s) apart).

60.00 → 75.00 (+15.0)

2026-08-19 MINOR
▲ Score Change

DLR's Committee score moved from 57.55 to 58.19 (+0.64, 1 day(s) apart).

57.55 → 58.19 (+0.6)

2026-08-19 MAJOR
— Conviction Change

DLR's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-08-18 MAJOR
▲ Agreement Shift

DLR's Committee agreement moved from 60.00% to 75.00% (+15.00pp, 1 day(s) apart).

60.00 → 75.00 (+15.0)

2026-08-18 MINOR
▲ Score Change

DLR's Committee score moved from 57.55 to 61.94 (+4.39, 1 day(s) apart).

57.55 → 61.94 (+4.4)

2026-08-17 MAJOR
▲ Agreement Shift

DLR's Committee agreement moved from 60.00% to 75.00% (+15.00pp, 1 day(s) apart).

60.00 → 75.00 (+15.0)

2026-08-17 MINOR
▲ Score Change

DLR's Committee score moved from 57.55 to 61.94 (+4.39, 1 day(s) apart).

57.55 → 61.94 (+4.4)

2026-08-17 MAJOR
— Rating Change

DLR moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-08-16 MINOR
▲ Score Change

DLR's Committee score moved from 56.55 to 57.55 (+1.00, 1 day(s) apart).

56.55 → 57.55 (+1.0)

2026-08-14 MINOR
▼ Score Change

DLR's Committee score moved from 55.29 to 53.79 (-1.50, 1 day(s) apart).

55.29 → 53.79 (-1.5)

2026-08-14 MAJOR
— Rating Change

DLR moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-08-12 MATERIAL
▼ Agreement Shift

DLR's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 1 day(s) apart).

60.00 → 50.00 (-10.0)

2026-08-12 MATERIAL
▼ Score Change

DLR's Committee score moved from 60.85 to 55.29 (-5.56, 1 day(s) apart).

60.85 → 55.29 (-5.6)

2026-08-11 MATERIAL
▲ Agreement Shift

DLR's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-08-11 MAJOR
▲ Score Change

DLR's Committee score moved from 52.84 to 60.85 (+8.01, 1 day(s) apart).

52.84 → 60.85 (+8.0)

2026-08-11 MAJOR
— Rating Change

DLR moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-08-10 MINOR
▲ Score Change

DLR's Committee score moved from 52.12 to 52.84 (+0.72, 1 day(s) apart).

52.12 → 52.84 (+0.7)

2026-08-08 MINOR
▲ Score Change

DLR's Committee score moved from 50.80 to 52.12 (+1.32, 1 day(s) apart).

50.80 → 52.12 (+1.3)

2026-08-06 MINOR
▲ Score Change

DLR's Committee score moved from 50.45 to 50.80 (+0.35, 1 day(s) apart).

50.45 → 50.80 (+0.3)

2026-08-04 MINOR
▼ Score Change

DLR's Committee score moved from 50.80 to 50.45 (-0.35, 1 day(s) apart).

50.80 → 50.45 (-0.3)

2026-08-02 MATERIAL
— Model Version Conflict

DLR's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

2026-08-01 MINOR
▲ Score Change

DLR's Committee score moved from 47.52 to 49.97 (+2.45, 1 day(s) apart).

47.52 → 49.97 (+2.5)

2026-07-31 MINOR
▼ Score Change

DLR's Committee score moved from 48.59 to 47.52 (-1.07, 1 day(s) apart).

48.59 → 47.52 (-1.1)

2026-07-30 MINOR
▲ Score Change

DLR's Committee score moved from 47.57 to 48.59 (+1.02, 1 day(s) apart).

47.57 → 48.59 (+1.0)

2026-07-28 MATERIAL
▼ Score Change

DLR's Committee score moved from 54.83 to 47.57 (-7.26, 1 day(s) apart).

54.83 → 47.57 (-7.3)

2026-07-24 MINOR
▲ Agreement Shift

DLR's Committee agreement moved from 57.10% to 66.70% (+9.60pp, 1 day(s) apart).

57.10 → 66.70 (+9.6)

2026-07-24 MINOR
▲ Score Change

DLR's Committee score moved from 55.56 to 58.98 (+3.42, 1 day(s) apart).

55.56 → 58.98 (+3.4)

2026-07-18 MINOR
▼ Score Change

DLR's Committee score moved from 54.83 to 53.41 (-1.42, 1 day(s) apart).

54.83 → 53.41 (-1.4)

2026-07-15 MINOR
▼ Score Change

DLR's Committee score moved from 55.14 to 54.83 (-0.31, 1 day(s) apart).

55.14 → 54.83 (-0.3)

2026-07-14 MATERIAL
▼ Agreement Shift

DLR's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-14 MINOR
▼ Score Change

DLR's Committee score moved from 58.31 to 55.14 (-3.17, 1 day(s) apart).

58.31 → 55.14 (-3.2)

2026-07-13 MINOR
▼ Score Change

DLR's Committee score moved from 58.62 to 58.31 (-0.31, 1 day(s) apart).

58.62 → 58.31 (-0.3)

2026-07-10 MINOR
▼ Agreement Shift

DLR's Committee agreement moved from 75.00% to 66.70% (-8.30pp, 3 day(s) apart).

75.00 → 66.70 (-8.3)

2026-07-10 MINOR
▼ Score Change

DLR's Committee score moved from 63.79 to 62.89 (-0.90, 3 day(s) apart).

63.79 → 62.89 (-0.9)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →