HB Wealth Management, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 1911253 Atlanta, GA

Position in DLR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,377,639

+$73,474 QoQ

Shares Held

13,240

+3.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#508

of 1,315 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $19,975,399 across 11 REIT - Specialty names. DLR ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	39,217	$6,414,724
2	EQIX	Equinix Inc	3,473	$3,620,220
3	DLR	Digital Realty Trust, Inc. This page	13,240	$2,377,639
4	IRM	Iron Mountain Inc	15,577	$1,967,530
5	LAMR	Lamar Advertising Co/New	12,002	$1,872,071
6	CCI	Crown Castle Inc.	16,078	$1,217,586
7	WY	Weyerhaeuser Co	35,815	$857,411
8	GLPI	Gaming & Leisure Properties, Inc.	17,209	$766,316

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,377,639	13,240	+3.6%	Shares	Sole	2026-07-29
2026-03-31	$2,304,165	12,786	+26.0%	Shares	Sole	2026-04-27
2025-12-31	$1,569,997	10,148	-8.8%	Shares	Sole	2026-01-28
2025-09-30	$1,923,462	11,126	+4.9%	Shares	Sole	2025-10-23
2025-06-30	$1,848,246	10,602	+8.2%	Shares	Sole	2025-07-17
2025-03-31	$1,403,955	9,798	+18.8%	Shares	Sole	2025-05-07
2024-12-31	$1,462,972	8,250	+21.7%	Shares	Sole	2025-01-15
2024-09-30	$1,097,369	6,781	+6.7%	Shares	Sole	2024-10-15
2024-06-30	$965,973	6,353	+89.1%	Shares	Sole	2024-07-26
2024-03-31	$483,974	3,360	+10.6%	Shares	Sole	2024-04-30
2023-12-31	$408,854	3,038	-5.3%	Shares	Sole	2024-01-16
2023-09-30	$388,353	3,209	+45.9%	Shares	Sole	2023-10-13
2023-06-30	$250,400	2,199	-9.1%	Shares	Sole	2023-07-13
2023-03-31	$237,910	2,420	-10.4%	Shares	Sole	2023-04-13
2022-12-31	$270,829	2,701	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.