Occidental Asset Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1770994
Burlingame, CA
Position in DLR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,456,376
+$278,013 QoQ
Shares Held
19,247
+9.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#441
of 1,319 holders
Holding Since
Mar 2024
10 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, 2026Occidental Asset Management, LLC holds $3,456,376 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
|
19,247 | $3,456,376 |
All Filings in DLR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,456,376 | 19,247 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,178,363 | 17,637 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,562,307 | 16,562 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,631,579 | 15,222 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,472,696 | 14,184 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,942,295 | 13,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,124,058 | 11,978 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,817,027 | 11,228 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,570,828 | 10,331 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,373,997 | 9,539 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||