ELEVATION POINT WEALTH PARTNERS, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1744349
DENVER, CO
Position in DLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,978,792
+$54,510 QoQ
Shares Held
11,019
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#545
of 1,316 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,781,139 across 6 REIT - Specialty names. DLR ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBAC |
Sba Communications Corp
|
15,428 | $2,722,424 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
11,019 | $1,978,792 | |
| 3 | AMT |
American Tower Corp /Ma/
|
9,677 | $1,582,866 | |
| 4 | EPR |
Epr Properties
|
15,880 | $921,198 | |
| 5 | EQIX |
Equinix Inc
|
335 | $349,200 | |
| 6 | CCI |
Crown Castle Inc.
|
2,993 | $226,659 |
All Filings in DLR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,978,792 | 11,019 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,924,282 | 10,678 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $229,899 | 1,486 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $230,621 | 1,334 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,454 | 255 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||