Position in DLR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$988,408
+$361,278 QoQ
Shares Held
5,504
+58.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#670
of 1,315 holders
Holding Since
Jun 2024
3 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, 2026Tempus Wealth Planning, LLC holds $988,408 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
|
5,504 | $988,408 |
All Filings in DLR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,408 | 5,504 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $627,130 | 3,480 | Shares | Sole | 2026-04-29 | |
| 2024-06-30 | $219,256 | 1,442 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||