WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1632972
PLYMOUTH, MN
Position in DLR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,916,639
+$258,737 QoQ
Shares Held
21,810
+7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#418
of 1,316 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $80,055,535 across 16 REIT - Specialty names. DLR ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
129,999 | $21,263,936 | |
| 2 | EQIX |
Equinix Inc
|
14,338 | $14,945,787 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,981 | $14,503,176 | |
| 4 | IRM |
Iron Mountain Inc
|
61,836 | $7,810,505 | |
| 5 | CCI |
Crown Castle Inc.
|
71,597 | $5,422,040 | |
| 6 | DLR |
Digital Realty Trust, Inc.
This page
|
21,810 | $3,916,639 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,224 | $3,438,784 | |
| 8 | EPR |
Epr Properties
|
46,194 | $2,679,713 |
All Filings in DLR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,916,639 | 21,810 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,657,902 | 20,298 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,347,460 | 21,637 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,657,795 | 21,158 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,865,942 | 22,176 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,890,732 | 20,174 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,948,784 | 22,268 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $16,834,851 | 104,028 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,277,100 | 14,976 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,865,173 | 12,949 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,756,538 | 13,052 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,518,679 | 12,549 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $4,226,150 | 42,988 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||