Focus Partners Wealth

Position in DLR — Digital Realty Trust, Inc.

CIK 1542153 ST LOUIS, MO

Position in DLR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$39,361,960

-$4,649,286 QoQ

Shares Held

219,189

-10.3% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#134

of 1,323 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 78% Shared 1% None 21%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $207,326,104 across 15 REIT - Specialty names. DLR ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	391,017	$63,958,650
2	DLR	Digital Realty Trust, Inc. This page	219,189	$39,361,960
3	RYN	Rayonier Inc	1,279,401	$27,225,653
4	IRM	Iron Mountain Inc	211,460	$26,709,512
5	CCI	Crown Castle Inc.	207,374	$15,704,433
6	GLPI	Gaming & Leisure Properties, Inc.	240,661	$10,716,634
7	LAMR	Lamar Advertising Co/New	52,476	$8,185,206
8	EQIX	Equinix Inc	6,069	$6,326,264

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,361,960	219,189	-10.3%	Shares	Sole	2026-08-12
2026-03-31	$44,011,246	244,222	+1.6%	Shares	Sole	2026-05-15
2025-12-31	$37,183,310	240,342	+28.7%	Shares	Sole	2026-02-13
2025-09-30	$32,290,526	186,780	+1.5%	Shares	Sole	2025-11-14
2025-06-30	$32,092,235	184,089	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$26,283,684	183,430	+1.0%	Shares	Sole	2025-05-20
2024-12-31	$32,208,802	181,632	+13.0%	Shares	Sole	2025-05-20
2024-09-30	$26,009,964	160,724	+233.6%	Shares	Sole	2024-11-14
2024-06-30	$7,324,856	48,174	+615.6%	Shares	Sole	2024-08-15
2024-03-31	$969,677	6,732	+162.1%	Shares	Sole	2024-05-16
2023-12-31	$345,601	2,568	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.