Legacy Wealth Asset Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1846151
WOODBURY, MN
Position in DLR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$605,364
+$224,220 QoQ
Shares Held
3,371
+59.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#783
of 1,315 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $4,323,374 across 4 REIT - Specialty names. DLR ranks #3 (14.0% of the industry book) .
All Filings in DLR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,364 | 3,371 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $381,144 | 2,115 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $201,123 | 1,300 | Shares | Sole | 2026-01-12 | |
| 2024-12-31 | $205,170 | 1,157 | Shares | Sole | 2025-01-15 | |
| 2022-06-30 | $210,194 | 1,619 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $227,447 | 1,604 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $249,386 | 1,410 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $204,776 | 1,361 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||