WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1812177
HIGHLAND PARK, IL
Position in DLR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$327,733
+$1,013 QoQ
Shares Held
1,825
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#918
of 1,316 holders
Holding Since
Mar 2020
22 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $327,733 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
|
1,825 | $327,733 |
All Filings in DLR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,733 | 1,825 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $326,720 | 1,813 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $276,466 | 1,787 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $308,936 | 1,787 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $309,435 | 1,775 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $252,476 | 1,762 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $307,667 | 1,735 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $280,775 | 1,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,830 | 1,722 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $246,020 | 1,708 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $225,825 | 1,678 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $203,071 | 1,678 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $205,520 | 1,583 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $222,484 | 1,569 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $273,087 | 1,544 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $223,030 | 1,544 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $235,620 | 1,566 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $219,006 | 1,555 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $214,008 | 1,534 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $4,989 | 34 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,831 | 34 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $5,361,370 | 38,596 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||