Golden State Wealth Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1776033
SANTA ANA, CA
Position in DLR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$38,968
-$137 QoQ
Shares Held
217
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,151
of 1,316 holders
Holding Since
Mar 2020
8 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, 2026Golden State Wealth Management, LLC holds $194,189 across 6 REIT - Specialty names. DLR ranks #3 (20.1% of the industry book) .
All Filings in DLR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,968 | 217 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $39,105 | 217 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $57,242 | 370 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $60,162 | 348 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $60,666 | 348 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $49,721 | 347 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $61,533 | 347 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $165,997 | 1,195 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||