Royal Fund Management, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1810099 Lady Lake, FL

Back to DLR Full portfolio

Position in DLR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,360,265

-$1,386,948 QoQ

Shares Held

40,986

-15.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#322

of 1,315 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DLR Over Time

Shares Held

Position Value (USD)

Derivatives in DLR

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Royal Fund Management, LLC holds $18,462,248 across 4 REIT - Specialty names. DLR ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	40,986	$7,360,265
2	LAMR	Lamar Advertising Co/New	46,309	$7,223,277
3	IRM	Iron Mountain Inc	15,471	$1,954,142
4	AMT	American Tower Corp /Ma/	11,766	$1,924,564

All Filings in DLR

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,360,265	40,986	-15.6%	Shares	Sole	2026-07-20
2026-03-31	$8,747,213	48,539	+5.7%	Shares	Sole	2026-05-19
2025-12-31	$1	9	0.0%	Call	Sole	2026-01-15
2025-12-31	$7,107,841	45,943	+19.5%	Shares	Sole	2026-01-15
2025-09-30	$100	9	-99.0%	Call	Sole	2025-10-29
2025-09-30	$6,647,236	38,450	+6.3%	Shares	Sole	2025-10-29
2025-06-30	$6,305,690	36,171	+4.4%	Shares	Sole	2025-08-13
2025-06-30	$156,897	900	-25.0%	Call	Sole	2025-08-13
2025-03-31	$171,948	1,200	+200.0%	Call	Sole	2025-05-14
2025-03-31	$4,963,279	34,638	-11.2%	Shares	Sole	2025-05-14
2024-12-31	$70,932	400	-20.0%	Call	Sole	2025-01-16
2024-12-31	$6,916,224	39,002	+5.7%	Shares	Sole	2025-01-16
2024-09-30	$80,915	500	—	Call	Sole	2024-10-08
2024-09-30	$5,970,394	36,893	+7.2%	Shares	Sole	2024-10-08
2024-06-30	$5,233,713	34,421	+1.1%	Shares	Sole	2024-07-18
2024-03-31	$4,903,121	34,040	+24.5%	Shares	Sole	2024-04-11
2023-12-31	$3,680,224	27,346	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$3,268,992	27,012	+13.9%	Shares	Sole	2023-10-17
2023-06-30	$2,701,451	23,724	-16.4%	Shares	Sole	2023-07-12
2023-03-31	$2,791,414	28,394	+47.7%	Shares	Sole	2023-04-10
2022-12-31	$1,928,192	19,230	+7.3%	Shares	Sole	2023-01-20
2022-09-30	$1,777,801	17,925	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$2,270,986	17,492	+7.9%	Shares	Sole	2022-07-28
2022-03-31	$2,298,010	16,206	-17.4%	Shares	Sole	2022-05-13
2021-12-31	$3,468,066	19,608	-1.3%	Shares	Sole	2022-02-11
2021-09-30	$2,868,488	19,858	+2.4%	Shares	Sole	2021-10-20
2021-06-30	$2,918,171	19,395	-0.1%	Shares	Sole	2021-07-26
2021-03-31	$2,734,831	19,418	+0.9%	Shares	Sole	2021-04-29
2020-12-31	$2,685,288	19,248	-15.4%	Shares	Sole	2021-02-02
2020-09-30	$3,339,670	22,756	-4.5%	Shares	Sole	2020-10-13
2020-06-30	$3,387,191	23,835	+17.4%	Shares	Sole	2020-08-06
2020-03-31	$2,819,734	20,299	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.