Position in DLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$260,929
+$3,409 QoQ
Shares Held
1,453
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#970
of 1,315 holders
Holding Since
Mar 2026
2 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, 2026Facet Wealth, Inc. holds $260,929 across 1 REIT - Specialty name. DLR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
1,453 | $260,929 |
All Filings in DLR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,929 | 1,453 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $257,520 | 1,429 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||