Position in DLR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$314,265
-$5,607 QoQ
Shares Held
1,750
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#929
of 1,316 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Obermeyer Wealth Partners holds $1,495,292 across 2 REIT - Specialty names. DLR ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,133 | $1,181,027 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
1,750 | $314,265 |
All Filings in DLR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,265 | 1,750 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $319,872 | 1,775 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $274,610 | 1,775 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $306,862 | 1,775 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $309,435 | 1,775 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $251,187 | 1,753 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $310,327 | 1,750 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $283,202 | 1,750 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $275,970 | 1,815 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $261,432 | 1,815 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $277,234 | 2,060 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $251,842 | 2,081 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $234,572 | 2,060 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $202,518 | 2,060 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $206,556 | 2,060 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $205,780 | 1,585 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $224,753 | 1,585 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $280,338 | 1,585 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $228,953 | 1,585 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $234,717 | 1,560 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $219,710 | 1,560 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $217,635 | 1,560 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $228,945 | 1,560 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $228,797 | 1,610 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $223,645 | 1,610 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||