Kingsview Wealth Management, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1791965 GRANTS PASS, OR

Position in DLR

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$624,579

-$15,707 QoQ

Shares Held

3,478

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#773

of 1,316 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $5,391,020 across 6 REIT - Specialty names. DLR ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	20,624	$3,373,467
2	DLR	Digital Realty Trust, Inc. This page	3,478	$624,579
3	IRM	Iron Mountain Inc	4,265	$538,712
4	EQIX	Equinix Inc	478	$498,262
5	EPR	Epr Properties	3,531	$204,833
6	FRMI	Fermi Inc.	16,503	$151,167

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,579	3,478	-2.1%	Shares	Sole	2026-08-19
2026-03-31	$640,286	3,553	+20.7%	Shares	Sole	2026-05-12
2025-12-31	$455,311	2,943	-10.4%	Shares	Sole	2026-02-09
2025-09-30	$568,083	3,286	+9.4%	Shares	Sole	2025-11-12
2025-06-30	$523,512	3,003	+24.4%	Shares	Sole	2025-08-08
2025-03-31	$345,902	2,414	-37.4%	Shares	Sole	2025-05-02
2024-12-31	$683,961	3,857	+51.3%	Shares	Sole	2025-01-28
2024-09-30	$412,504	2,549	+11.9%	Shares	Sole	2024-11-12
2024-06-30	$346,217	2,277	-1.2%	Shares	Sole	2024-08-14
2024-03-31	$332,012	2,305	-18.9%	Shares	Sole	2024-05-09
2023-12-31	$382,341	2,841	-6.7%	Shares	Sole	2024-02-08
2023-09-30	$368,626	3,046	+10.6%	Shares	Sole	2023-11-07
2023-06-30	$313,484	2,753	-4.6%	Shares	Sole	2023-08-10
2023-03-31	$283,722	2,886	+17.9%	Shares	Sole	2023-05-15
2022-12-31	$245,460	2,448	+77.0%	Shares	Sole	2023-02-13
2021-12-31	$244,611	1,383	-1.2%	Shares	Sole	2022-02-17
2021-09-30	$202,230	1,400	-23.9%	Shares	Sole	2021-12-03
2021-06-30	$276,846	1,840	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.