Position in DLR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$357,899
-$64,869 QoQ
Shares Held
1,993
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#894
of 1,316 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SVB WEALTH LLC holds $357,899 across 1 REIT - Specialty name. DLR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
1,993 | $357,899 |
All Filings in DLR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,899 | 1,993 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $422,768 | 2,346 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $365,887 | 2,365 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $596,087 | 3,448 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $983,392 | 5,641 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,279,079 | 7,213 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,508,792 | 9,923 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,552,894 | 10,781 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,448,079 | 10,760 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,289,346 | 10,654 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,234,007 | 10,837 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,181,194 | 12,015 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,330,982 | 13,274 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $981,285 | 9,894 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $901,798 | 6,946 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $998,271 | 7,040 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $909,641 | 5,143 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $761,828 | 5,274 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $776,523 | 5,161 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $739,549 | 5,251 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $743,865 | 5,332 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $958,047 | 6,528 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $711,259 | 5,005 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $677,880 | 4,880 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||