Strategic Wealth Partners, Ltd.
Position in DLR — Digital Realty Trust, Inc.
CIK 1720777
INDEPENDENCE, OH
Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,569,603
+$4,048,929 QoQ
Shares Held
75,563
+43.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#239
of 1,319 holders
Holding Since
Mar 2024
9 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, 2026Strategic Wealth Partners, Ltd. holds $13,767,945 across 8 REIT - Specialty names. DLR ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
75,563 | $13,569,603 | |
| 2 | IRM |
Iron Mountain Inc
|
525 | $66,312 | |
| 3 | AMT |
American Tower Corp /Ma/
|
305 | $49,888 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
249 | $38,839 | |
| 5 | WY |
Weyerhaeuser Co
|
1,052 | $25,184 | |
| 6 | CCI |
Crown Castle Inc.
|
139 | $10,526 | |
| 7 | EPR |
Epr Properties
|
75 | $4,350 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
99 | $3,243 |
All Filings in DLR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,569,603 | 75,563 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,520,674 | 52,831 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,704,821 | 43,338 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $11,959,319 | 69,177 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,690,046 | 67,057 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $6,112,742 | 34,471 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,263,625 | 20,167 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $594,515 | 3,910 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $455,886 | 3,165 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||