Paragon Private Wealth Management, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1922684
LEXINGTON, KY
Position in DLR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,144,462
-$26,181 QoQ
Shares Held
6,373
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#644
of 1,316 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $1,923,691 across 3 REIT - Specialty names. DLR ranks #1 (59.5% of the industry book) .
All Filings in DLR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,462 | 6,373 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,170,643 | 6,496 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,025,726 | 6,630 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,260,986 | 7,294 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,275,746 | 7,318 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,205,641 | 8,414 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,640,302 | 9,250 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,407,435 | 8,697 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,233,733 | 8,114 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,176,230 | 8,166 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,098,576 | 8,163 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $866,624 | 7,161 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $762,473 | 6,696 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $618,074 | 6,287 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $449,209 | 4,480 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $354,667 | 3,576 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||