EVERMAY WEALTH MANAGEMENT LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1066816
ARLINGTON, VA
Position in DLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$67,881
+$29,136 QoQ
Shares Held
378
+75.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,110
of 1,315 holders
Holding Since
Jun 2021
21 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $319,554 across 5 REIT - Specialty names. DLR ranks #2 (21.2% of the industry book) .
All Filings in DLR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,881 | 378 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $38,745 | 215 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $54,922 | 355 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $63,965 | 370 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $64,502 | 370 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $53,017 | 370 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $65,612 | 370 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $57,449 | 355 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $83,019 | 546 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $78,645 | 546 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $73,884 | 549 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $66,076 | 546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $62,173 | 546 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,677 | 546 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $60,763 | 606 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $46,614 | 470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,177 | 425 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $52,466 | 370 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $114,081 | 645 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $104,726 | 725 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $188,827 | 1,255 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||