Position in DLR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$392,561
-$136,895 QoQ
Shares Held
2,186
-25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#869
of 1,319 holders
Holding Since
Mar 2025
6 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, 2026Waldron Private Wealth LLC holds $1,186,529 across 2 REIT - Specialty names. DLR ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,854 | $793,968 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
2,186 | $392,561 |
All Filings in DLR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,561 | 2,186 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $529,456 | 2,938 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $389,714 | 2,519 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $435,484 | 2,519 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $439,137 | 2,519 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $361,090 | 2,520 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||