Plan Group Financial, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1940033
OKLAHOMA CITY, OK
Position in DLR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,969,355
+$352,706 QoQ
Shares Held
16,535
+13.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#466
of 1,316 holders
Holding Since
Mar 2024
10 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, 2026Plan Group Financial, LLC holds $3,208,080 across 2 REIT - Specialty names. DLR ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
16,535 | $2,969,355 | |
| 2 | IRM |
Iron Mountain Inc
|
1,890 | $238,725 |
All Filings in DLR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,969,355 | 16,535 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,616,649 | 14,520 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,972,861 | 12,752 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,006,791 | 11,608 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,789,148 | 10,263 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,268,116 | 8,850 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,072,314 | 6,047 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $884,562 | 5,466 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $738,202 | 4,855 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $353,042 | 2,451 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||