Concord Wealth Partners

Position in DLR — Digital Realty Trust, Inc.

CIK 1814214 ABINGDON, VA

Position in DLR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,211

+$1,691 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,225

of 1,319 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Concord Wealth Partners holds $192,043 across 4 REIT - Specialty names. DLR ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	997	$163,079
2	DLR	Digital Realty Trust, Inc. This page	68	$12,211
3	LAMR	Lamar Advertising Co/New	74	$11,542
4	EQIX	Equinix Inc	5	$5,211

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,211	68	0.0%	Shares	Sole	2026-07-27
2025-12-31	$10,520	68	0.0%	Shares	Sole	2026-01-29
2025-09-30	$11,755	68	0.0%	Shares	Sole	2025-11-05
2025-06-30	$11,854	68	-50.7%	Shares	Sole	2025-07-25
2025-03-31	$19,774	138	0.0%	Shares	Sole	2025-05-02
2024-12-31	$24,471	138	0.0%	Shares	Sole	2025-01-24
2024-09-30	$22,332	138	-6.8%	Shares	Sole	2024-10-24
2024-06-30	$22,503	148	+7.2%	Shares	Sole	2024-07-31
2024-03-31	$19,877	138	0.0%	Shares	Sole	2024-04-30
2023-12-31	$18,572	138	0.0%	Shares	Sole	2024-04-30
2023-09-30	$16,700	138	-4.2%	Shares	Sole	2024-04-30
2023-06-30	$16,397	144	0.0%	Shares	Sole	2023-08-08
2023-03-31	$14,156	144	-43.5%	Shares	Sole	2023-04-26
2022-12-31	$25,568	255	-18.0%	Shares	Sole	2023-01-30
2022-06-30	$40,377	311	-72.0%	Shares	Sole	2022-08-04
2022-03-31	$157,681	1,112	-4.7%	Shares	Sole	2022-04-20
2021-12-31	$206,407	1,167	+155.4%	Shares	Sole	2022-01-21
2021-09-30	$66,013	457	-48.4%	Shares	Sole	2021-11-09
2021-06-30	$133,157	885	+18.5%	Shares	Sole	2021-07-29
2021-03-31	$105,207	747	+5235.7%	Shares	Sole	2021-05-13
2020-12-31	$1,953	14	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.