Position in DLR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$227,168
-$797 QoQ
Shares Held
1,265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,002
of 1,315 holders
Holding Since
Dec 2023
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, 2026Core Wealth Partners LLC holds $227,168 across 1 REIT - Specialty name. DLR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
This page
|
1,265 | $227,168 |
All Filings in DLR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,168 | 1,265 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $227,965 | 1,265 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $274,187 | 1,586 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $274,221 | 1,573 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $233,132 | 1,627 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $288,338 | 1,626 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $258,280 | 1,596 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $235,221 | 1,547 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $222,829 | 1,547 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $220,307 | 1,637 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||