Pinnacle Wealth Planning Services, Inc.
Position in DLR — Digital Realty Trust, Inc.
CIK 1726752
MANSFIELD, OH
Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$452,362
+$1,477 QoQ
Shares Held
2,519
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#840
of 1,315 holders
Holding Since
Dec 2020
13 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,651,084 across 14 REIT - Specialty names. DLR ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
2,519 | $452,362 | |
| 2 | EQIX |
Equinix Inc
|
300 | $312,717 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
1,590 | $248,008 | |
| 4 | CCI |
Crown Castle Inc.
|
2,230 | $168,877 | |
| 5 | AMT |
American Tower Corp /Ma/
|
813 | $132,982 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
3,538 | $115,904 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,943 | $86,521 | |
| 8 | RYN |
Rayonier Inc
|
1,553 | $33,047 |
All Filings in DLR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,362 | 2,519 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $450,885 | 2,502 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $379,967 | 2,456 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $418,196 | 2,419 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $316,757 | 1,817 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $277,538 | 1,715 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $260,765 | 1,715 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $247,028 | 1,715 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $239,417 | 1,779 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $215,899 | 1,784 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $203,713 | 1,789 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $647,174 | 6,583 | Shares | Sole | 2023-05-03 | |
| 2020-12-31 | $127,372 | 913 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||