BRANDYWINE OAK PRIVATE WEALTH LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1764694
Kennett Square, PA
Position in DLR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$299,359
-$16,549 QoQ
Shares Held
1,667
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#942
of 1,316 holders
Holding Since
Mar 2020
26 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $299,359 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
|
1,667 | $299,359 |
All Filings in DLR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,359 | 1,667 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $315,908 | 1,753 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $263,935 | 1,706 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $294,933 | 1,706 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $297,406 | 1,706 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $255,342 | 1,782 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $330,720 | 1,865 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $310,875 | 1,921 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $300,754 | 1,978 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $315,303 | 2,189 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $293,518 | 2,181 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $263,944 | 2,181 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $311,434 | 2,735 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $751,678 | 7,646 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $899,822 | 8,974 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,155,843 | 11,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,955,369 | 15,061 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,295,742 | 16,190 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,037,211 | 17,172 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,502,162 | 17,322 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,515,992 | 16,722 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $964,754 | 6,850 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $952,434 | 6,827 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,001,930 | 6,827 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $995,054 | 7,002 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,038,491 | 7,476 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||