Perigon Wealth Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$316,240
+$8,982 QoQ
Shares Held
1,761
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#927
of 1,316 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $18,496,118 across 9 REIT - Specialty names. DLR ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
13,921 | $14,511,111 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,497 | $1,062,714 | |
| 3 | FRMI |
Fermi Inc.
|
81,112 | $742,985 | |
| 4 | IRM |
Iron Mountain Inc
|
4,276 | $540,101 | |
| 5 | SBAC |
Sba Communications Corp
|
2,462 | $434,444 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
11,011 | $360,720 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
7,159 | $318,790 | |
| 8 | DLR |
Digital Realty Trust, Inc.
This page
|
1,761 | $316,240 |
All Filings in DLR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,240 | 1,761 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $307,258 | 1,705 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $219,997 | 1,422 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $279,028 | 1,614 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $239,006 | 1,371 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $210,668 | 1,188 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $260,765 | 1,715 | Shares | Sole | 2024-08-02 | |
| 2020-12-31 | $50,363 | 361 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||