Smallwood Wealth Investment Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1921304
RED BANK, NJ
Position in DLR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$24,063
-$85 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,185
of 1,319 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $24,063 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
|
134 | $24,063 |
All Filings in DLR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,063 | 134 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $24,148 | 134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,731 | 134 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,165 | 134 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $23,360 | 134 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $19,200 | 134 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||