Cyndeo Wealth Partners, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1950947
ST. PETERSBURG, FL
Position in DLR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$942,256
-$20,966 QoQ
Shares Held
5,247
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#678
of 1,316 holders
Holding Since
Jun 2023
13 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, 2026Cyndeo Wealth Partners, LLC holds $4,722,153 across 3 REIT - Specialty names. DLR ranks #2 (20.0% of the industry book) .
All Filings in DLR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,256 | 5,247 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $963,222 | 5,345 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $805,420 | 5,206 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $938,565 | 5,429 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $950,621 | 5,453 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $767,031 | 5,353 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,369,798 | 47,199 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,515,223 | 46,439 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,327,560 | 41,615 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,344,748 | 37,106 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,450,624 | 40,501 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,579,638 | 37,842 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,073,471 | 35,773 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||