Segment Wealth Management, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1575581 HOUSTON, TX

Position in DLR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$405,850

+$71,020 QoQ

Shares Held

2,260

+21.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#861

of 1,316 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Segment Wealth Management, LLC holds $1,852,732 across 4 REIT - Specialty names. DLR ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	4,845	$755,723
2	DLR	Digital Realty Trust, Inc. This page	2,260	$405,850
3	EQIX	Equinix Inc	356	$371,090
4	IRM	Iron Mountain Inc	2,534	$320,069

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,850	2,260	+21.6%	Shares	Sole	2026-07-16
2026-03-31	$334,830	1,858	-10.8%	Shares	Sole	2026-04-20
2025-12-31	$322,106	2,082	+1.9%	Shares	Sole	2026-01-29
2025-09-30	$353,366	2,044	+4.9%	Shares	Sole	2025-10-20
2025-06-30	$339,769	1,949	+34.9%	Shares	Sole	2025-07-21
2025-03-31	$207,054	1,445	+23.1%	Shares	Sole	2025-04-22
2024-12-31	$208,185	1,174	-8.6%	Shares	Sole	2025-01-17
2021-12-31	$227,101	1,284	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.