Bogart Wealth, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1715740 MCLEAN, VA

Position in DLR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$13,532,071

+$428,642 QoQ

Shares Held

75,354

+3.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#241

of 1,316 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bogart Wealth, LLC holds $14,309,543 across 9 REIT - Specialty names. DLR ranks #1 (94.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	75,354	$13,532,071
2	IRM	Iron Mountain Inc	5,070	$640,391
3	EQIX	Equinix Inc	46	$47,949
4	AMT	American Tower Corp /Ma/	241	$39,420
5	CCI	Crown Castle Inc.	267	$20,219
6	LAMR	Lamar Advertising Co/New	102	$15,909
7	WY	Weyerhaeuser Co	471	$11,275
8	OUT	OUTFRONT Media Inc.	53	$1,736

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,532,071	75,354	+3.6%	Shares	Sole	2026-07-24
2026-03-31	$13,103,429	72,712	+4.1%	Shares	Sole	2026-04-28
2025-12-31	$10,807,576	69,857	+1.2%	Shares	Sole	2026-01-30
2025-09-30	$11,931,831	69,018	-1.6%	Shares	Sole	2025-10-27
2025-06-30	$12,232,561	70,169	+2.0%	Shares	Sole	2025-07-30
2025-03-31	$9,853,193	68,764	+2.2%	Shares	Sole	2025-05-02
2024-12-31	$11,932,713	67,291	-1.3%	Shares	Sole	2025-01-30
2024-09-30	$11,035,349	68,191	-0.8%	Shares	Sole	2024-10-23
2024-06-30	$10,449,636	68,725	-3.1%	Shares	Sole	2024-07-31
2024-03-31	$10,218,773	70,944	-1.9%	Shares	Sole	2024-04-25
2023-12-31	$9,730,941	72,306	-3.4%	Shares	Sole	2024-02-07
2023-09-30	$9,054,595	74,819	-2.0%	Shares	Sole	2023-10-30
2023-06-30	$8,691,469	76,328	+1.5%	Shares	Sole	2023-07-31
2023-03-31	$7,391,437	75,185	+10.8%	Shares	Sole	2023-04-21
2022-12-31	$6,806,828	67,885	+8.4%	Shares	Sole	2023-02-06
2022-09-30	$6,210,651	62,620	+15.7%	Shares	Sole	2022-11-03
2022-06-30	$7,028,736	54,138	+15.3%	Shares	Sole	2022-07-22
2022-03-31	$6,660,629	46,972	+16.7%	Shares	Sole	2022-04-22
2021-12-31	$7,118,840	40,249	+4.8%	Shares	Sole	2022-01-19
2021-09-30	$5,545,291	38,389	+5.9%	Shares	Sole	2021-10-15
2021-06-30	$5,453,874	36,248	+14.2%	Shares	Sole	2021-08-06
2021-03-31	$4,469,416	31,734	+39.5%	Shares	Sole	2021-04-16
2020-12-31	$3,173,154	22,745	+7.0%	Shares	Sole	2021-01-14
2020-09-30	$3,118,796	21,251	-3.3%	Shares	Sole	2020-10-06
2020-06-30	$3,122,867	21,975	-2.2%	Shares	Sole	2020-07-08
2020-03-31	$3,119,779	22,459	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.