Shepherd Financial Partners LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1696628
WINCHESTER, MA
Position in DLR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,558,574
-$33,040 QoQ
Shares Held
8,679
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#588
of 1,316 holders
Holding Since
Mar 2020
26 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, 2026Shepherd Financial Partners LLC holds $1,845,802 across 2 REIT - Specialty names. DLR ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
8,679 | $1,558,574 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,756 | $287,228 |
All Filings in DLR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,574 | 8,679 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,591,614 | 8,832 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,405,230 | 9,083 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,604,845 | 9,283 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,628,939 | 9,344 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,459,265 | 10,184 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,735,174 | 9,785 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,242,045 | 7,675 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,090,350 | 7,171 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,018,794 | 7,073 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $901,147 | 6,696 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $807,082 | 6,669 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $746,759 | 6,558 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,278,423 | 13,004 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,312,032 | 13,085 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $815,061 | 8,218 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,310,195 | 17,794 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,505,038 | 17,666 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,820,392 | 21,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,036,194 | 21,019 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,142,206 | 20,884 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,874,403 | 20,409 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,685,567 | 19,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,741,183 | 18,678 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,533,537 | 17,828 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,443,982 | 17,594 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||