NOVARE CAPITAL MANAGEMENT LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1388409
CHARLOTTE, NC
Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,179,742
-$26,569 QoQ
Shares Held
12,138
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#527
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026NOVARE CAPITAL MANAGEMENT LLC holds $2,969,130 across 2 REIT - Specialty names. DLR ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
12,138 | $2,179,742 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,826 | $789,388 |
All Filings in DLR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,742 | 12,138 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,206,311 | 12,243 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,994,057 | 12,889 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,786,479 | 16,118 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,645,763 | 20,913 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,318,023 | 23,156 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,321,738 | 75,124 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $12,615,943 | 77,958 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $11,909,164 | 78,324 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,391,041 | 86,025 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $11,719,360 | 87,081 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,746,829 | 80,539 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $9,198,646 | 80,782 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,710,551 | 78,431 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,926,651 | 69,080 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,078,047 | 61,283 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $6,691,827 | 51,543 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,749,680 | 47,600 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,468,181 | 47,878 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,851,841 | 47,434 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,003,010 | 46,544 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $6,414,276 | 45,543 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,123,651 | 43,894 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,266,505 | 42,699 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,963,646 | 41,965 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,248,866 | 44,985 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||