Avantax Planning Partners, Inc.
Position in DLR — Digital Realty Trust, Inc.
CIK 1005441
DUBUQUE, IA
Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$369,934
-$6,524 QoQ
Shares Held
2,060
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#887
of 1,319 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $705,416 across 2 REIT - Specialty names. DLR ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
2,060 | $369,934 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,051 | $335,482 |
All Filings in DLR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,934 | 2,060 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $376,458 | 2,089 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $321,642 | 2,079 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $359,417 | 2,079 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $367,138 | 2,106 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $306,640 | 2,140 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $385,338 | 2,173 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $351,656 | 2,173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $328,123 | 2,158 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $310,838 | 2,158 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $318,281 | 2,365 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $305,091 | 2,521 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $392,965 | 3,451 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $292,177 | 2,972 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $209,163 | 2,086 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $200,244 | 2,019 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $217,205 | 1,673 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $250,418 | 1,766 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $279,808 | 1,582 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $223,897 | 1,550 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $233,965 | 1,555 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $225,570 | 1,537 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||