Abound Wealth Management

Position in DLR — Digital Realty Trust, Inc.

CIK 1950323 FRANKLIN, TN

Position in DLR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$41,842

-$3,390 QoQ

Shares Held

233

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,147

of 1,316 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Abound Wealth Management holds $144,101 across 7 REIT - Specialty names. DLR ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	713	$90,059
2	DLR	Digital Realty Trust, Inc. This page	233	$41,842
3	GLPI	Gaming & Leisure Properties, Inc.	218	$9,707
4	EQIX	Equinix Inc	1	$1,042
5	AMT	American Tower Corp /Ma/	6	$981
6	OUT	OUTFRONT Media Inc.	9	$294
7	SBAC	Sba Communications Corp	1	$176

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,842	233	-7.2%	Shares	Sole	2026-07-10
2026-03-31	$45,232	251	0.0%	Shares	Sole	2026-04-10
2025-12-31	$38,832	251	-0.8%	Shares	Sole	2026-01-12
2025-09-30	$43,738	253	-0.4%	Shares	Sole	2025-10-10
2025-06-30	$44,279	254	0.0%	Shares	Sole	2025-07-14
2025-03-31	$36,395	254	0.0%	Shares	Sole	2025-04-17
2024-12-31	$45,041	254	-4.9%	Shares	Sole	2025-01-13
2024-09-30	$43,208	267	+493.3%	Shares	Sole	2024-11-04
2024-06-30	$6,842	45	-11.8%	Shares	Sole	2024-08-09
2024-03-31	$7,346	51	+27.5%	Shares	Sole	2024-08-08
2023-12-31	$5,383	40	-38.5%	Shares	Sole	2024-08-08
2023-09-30	$7,866	65	0.0%	Shares	Sole	2024-08-08
2023-06-30	$7,401	65	+12.1%	Shares	Sole	2024-08-08
2023-03-31	$5,701	58	+93.3%	Shares	Sole	2024-08-07
2022-12-31	$3,008	30	+66.7%	Shares	Sole	2024-08-07
2022-09-30	$1,785	18	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.