Sound View Wealth Advisors Group, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1784777 SAVANNAH, GA

Position in DLR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,909,914

-$261,601 QoQ

Shares Held

16,204

-7.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#469

of 1,315 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Real Estate · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $5,085,184 across 3 REIT - Specialty names. DLR ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	16,204	$2,909,914
2	EQIX	Equinix Inc	1,845	$1,923,209
3	AMT	American Tower Corp /Ma/	1,541	$252,061

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,909,914	16,204	-7.9%	Shares	Sole	2026-08-11
2026-03-31	$3,171,515	17,599	+0.3%	Shares	Sole	2026-05-06
2025-12-31	$2,715,315	17,551	+3.9%	Shares	Sole	2026-01-08
2025-09-30	$2,920,634	16,894	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$2,930,661	16,811	+1.9%	Shares	Sole	2025-08-07
2025-03-31	$2,362,995	16,491	+0.9%	Shares	Sole	2025-05-08
2024-12-31	$2,897,926	16,342	-1.7%	Shares	Sole	2025-02-07
2024-09-30	$2,690,909	16,628	+7.0%	Shares	Sole	2024-11-12
2024-06-30	$2,362,704	15,539	-3.4%	Shares	Sole	2024-08-05
2024-03-31	$2,316,451	16,082	-7.1%	Shares	Sole	2024-05-09
2023-12-31	$2,330,387	17,316	+1.8%	Shares	Sole	2024-02-08
2023-09-30	$2,058,066	17,006	+3.5%	Shares	Sole	2023-11-07
2023-06-30	$1,870,997	16,431	+16.4%	Shares	Sole	2023-08-08
2023-03-31	$1,387,154	14,110	-18.5%	Shares	Sole	2023-05-12
2022-12-31	$1,736,275	17,316	+83.7%	Shares	Sole	2024-02-13
2022-09-30	$934,771	9,425	+0.1%	Shares	Sole	2022-11-08
2022-06-30	$1,221,959	9,412	-2.1%	Shares	Sole	2022-08-05
2022-03-31	$1,362,556	9,609	+3.5%	Shares	Sole	2022-05-11
2021-12-31	$1,642,768	9,288	-0.5%	Shares	Sole	2022-01-20
2021-09-30	$1,348,729	9,337	-12.6%	Shares	Sole	2021-10-21
2021-06-30	$1,606,912	10,680	+4.1%	Shares	Sole	2021-07-21
2021-03-31	$1,445,440	10,263	-0.9%	Shares	Sole	2021-04-28
2020-12-31	$1,444,765	10,356	-0.3%	Shares	Sole	2021-02-02
2020-09-30	$1,524,836	10,390	-1.9%	Shares	Sole	2020-11-09
2020-06-30	$1,504,944	10,590	-9.9%	Shares	Sole	2020-08-07
2020-03-31	$1,633,025	11,756	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.