KINGSWOOD WEALTH ADVISORS, LLC
Position in DLR — Digital Realty Trust, Inc.
CIK 1987855
SAN DIEGO, CA
Position in DLR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$732,327
-$4,011 QoQ
Shares Held
4,078
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#739
of 1,316 holders
Holding Since
Sep 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $15,910,116 across 2 REIT - Specialty names. DLR ranks #2 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
97,306 | $15,177,789 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
4,078 | $732,327 |
All Filings in DLR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,327 | 4,078 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $736,338 | 4,086 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $637,714 | 4,122 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $723,848 | 4,187 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $828,241 | 4,751 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $673,463 | 4,700 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,228,896 | 6,930 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,426,855 | 8,817 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,612,338 | 10,604 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $946,774 | 6,573 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,273,126 | 9,460 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $804,783 | 6,650 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||