GoalVest Advisory LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1839307 NEW YORK, NY

Position in DLR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,256,341

-$18,284 QoQ

Shares Held

6,996

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#629

of 1,315 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,308,424 across 6 REIT - Specialty names. DLR ranks #1 (96.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DLR	Digital Realty Trust, Inc. This page	6,996	$1,256,341
2	AMT	American Tower Corp /Ma/	180	$29,442
3	EQIX	Equinix Inc	15	$15,635
4	LAMR	Lamar Advertising Co/New	24	$3,743
5	FRMI	Fermi Inc.	320	$2,931
6	UNIT	Uniti Group Inc.	29	$332

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,256,341	6,996	-1.1%	Shares	Sole	2026-07-09
2026-03-31	$1,274,625	7,073	-8.5%	Shares	Sole	2026-04-13
2025-12-31	$1,195,289	7,726	-10.1%	Shares	Sole	2026-01-05
2025-09-30	$1,485,039	8,590	+4195.0%	Shares	Sole	2025-10-22
2025-06-30	$34,866	200	0.0%	Shares	Sole	2025-08-01
2025-03-31	$28,658	200	0.0%	Shares	Sole	2025-04-07
2024-12-31	$35,466	200	0.0%	Shares	Sole	2025-01-17
2024-09-30	$32,366	200	0.0%	Shares	Sole	2024-11-06
2024-06-30	$30,410	200	0.0%	Shares	Sole	2024-07-30
2024-03-31	$28,808	200	—	Shares	Sole	2024-04-15
2023-09-30	$0	0	-100.0%	Shares	Sole	2023-10-10
2022-12-31	$7,620	76	0.0%	Shares	Sole	2023-01-06
2022-09-30	$7,537	76	0.0%	Shares	Sole	2022-10-11
2022-06-30	$9,867	76	-78.7%	Shares	Sole	2022-07-06
2022-03-31	$50,622	357	-89.9%	Shares	Sole	2022-05-03
2021-06-30	$529,468	3,519	-17.1%	Shares	Sole	2021-09-01
2021-03-31	$597,584	4,243	-62.2%	Shares	Sole	2021-05-13
2020-12-31	$1,567,394	11,235	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.