Lodestone Wealth Management LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1950158
SPOKANE, WA
Position in DLR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,549
-$76 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,186
of 1,316 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Lodestone Wealth Management LLC holds $74,544 across 5 REIT - Specialty names. DLR ranks #2 (28.9% of the industry book) .
All Filings in DLR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,549 | 120 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,625 | 120 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $18,565 | 120 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||