Florida Trust Wealth Management Co
Position in DLR — Digital Realty Trust, Inc.
CIK 1651023
SANIBEL, FL
Position in DLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,655,548
-$45,994 QoQ
Shares Held
9,219
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#577
of 1,316 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Florida Trust Wealth Management Co holds $2,003,460 across 2 REIT - Specialty names. DLR ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
9,219 | $1,655,548 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,127 | $347,912 |
All Filings in DLR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,548 | 9,219 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,701,542 | 9,442 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,515,693 | 9,797 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,693,705 | 9,797 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,673,393 | 9,599 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,375,153 | 9,597 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $2,101,714 | 11,852 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $1,943,092 | 12,007 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $1,847,711 | 12,152 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,762,761 | 12,238 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $1,663,811 | 12,363 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||