Regent Peak Wealth Advisors LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1803329
ATLANTA, GA
Position in DLR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$241,355
-$4,091 QoQ
Shares Held
1,344
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#989
of 1,315 holders
Holding Since
Dec 2020
12 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, 2026Regent Peak Wealth Advisors LLC holds $465,468 across 2 REIT - Specialty names. DLR ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
1,344 | $241,355 | |
| 2 | EQIX |
Equinix Inc
|
215 | $224,113 |
All Filings in DLR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,355 | 1,344 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $245,446 | 1,362 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $213,499 | 1,380 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $239,784 | 1,387 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $245,602 | 1,385 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $220,412 | 1,362 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $205,723 | 1,353 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $200,935 | 1,395 | Shares | Sole | 2024-05-01 | |
| 2021-12-31 | $244,964 | 1,385 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $202,820 | 1,348 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $209,006 | 1,484 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $213,729 | 1,532 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||