Position in DLR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$820,321
+$6 QoQ
Shares Held
4,568
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#715
of 1,316 holders
Holding Since
Jun 2024
9 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, 2026Balboa Wealth Partners holds $1,228,918 across 2 REIT - Specialty names. DLR ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
4,568 | $820,321 | |
| 2 | AMT |
American Tower Corp /Ma/
|
2,498 | $408,597 |
All Filings in DLR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,321 | 4,568 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $820,315 | 4,552 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $549,065 | 3,549 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $769,316 | 4,450 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $744,737 | 4,272 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $370,691 | 2,587 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $371,861 | 2,097 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $221,707 | 1,370 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $204,203 | 1,343 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||