Position in DLR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$454,696
+$201,321 QoQ
Shares Held
2,532
+80.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#838
of 1,315 holders
Holding Since
Dec 2020
23 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, 2026Visionary Wealth Advisors holds $454,696 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
|
2,532 | $454,696 |
All Filings in DLR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,696 | 2,532 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $253,375 | 1,406 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $239,955 | 1,551 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $265,370 | 1,535 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $268,293 | 1,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,383 | 1,545 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $351,822 | 1,984 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $328,029 | 2,027 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $306,684 | 2,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $401,295 | 2,786 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $381,399 | 2,834 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $330,989 | 2,735 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $341,496 | 2,999 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $312,035 | 3,174 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,440,456 | 44,285 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,014,806 | 40,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,541,453 | 34,980 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,560,288 | 32,160 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,559,885 | 25,781 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,563,725 | 24,671 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,704,475 | 24,621 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,381,709 | 24,011 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,648,876 | 18,987 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||