Plante Moran Financial Advisors, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in DLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,077
+$357 QoQ
Shares Held
6
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,289
of 1,315 holders
Holding Since
Dec 2020
11 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, 2026Plante Moran Financial Advisors, LLC holds $15,614 across 9 REIT - Specialty names. DLR ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6 | $6,254 | |
| 2 | CCI |
Crown Castle Inc.
|
64 | $4,846 | |
| 3 | OUT |
OUTFRONT Media Inc.
|
51 | $1,670 | |
| 4 | DLR |
Digital Realty Trust, Inc.
This page
|
6 | $1,077 | |
| 5 | AMT |
American Tower Corp /Ma/
|
3 | $490 | |
| 6 | UNIT |
Uniti Group Inc.
|
42 | $481 | |
| 7 | IRM |
Iron Mountain Inc
|
3 | $378 | |
| 8 | WY |
Weyerhaeuser Co
|
11 | $263 |
All Filings in DLR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077 | 6 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $720 | 4 | Shares | Sole | 2026-05-05 | |
| 2023-09-30 | $8,108 | 67 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,080 | 150 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,140 | 55 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $44,779 | 310 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $115,911 | 823 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $418 | 3 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||