Envestnet Portfolio Solutions, Inc.

Position in DLR — Digital Realty Trust, Inc.

CIK 1998033 BERWYN, PA

Position in DLR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$582,198

+$63,013 QoQ

Shares Held

3,242

+12.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#794

of 1,316 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $8,884,127 across 8 REIT - Specialty names. DLR ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	14,398	$2,355,080
2	LAMR	Lamar Advertising Co/New	14,500	$2,261,710
3	RYN	Rayonier Inc	71,878	$1,529,563
4	CCI	Crown Castle Inc.	10,703	$810,538
5	DLR	Digital Realty Trust, Inc. This page	3,242	$582,198
6	EQIX	Equinix Inc	501	$522,237
7	GLPI	Gaming & Leisure Properties, Inc.	11,372	$506,395
8	IRM	Iron Mountain Inc	2,505	$316,406

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,198	3,242	+12.5%	Shares	Sole	2026-07-20
2026-03-31	$519,185	2,881	-31.8%	Shares	Sole	2026-04-29
2025-12-31	$653,804	4,226	+10.6%	Shares	Sole	2026-02-06
2025-09-30	$660,401	3,820	-2.5%	Shares	Sole	2025-10-30
2025-06-30	$683,024	3,918	-28.7%	Shares	Sole	2025-07-25
2025-03-31	$786,948	5,492	-35.4%	Shares	Sole	2025-04-21
2024-12-31	$1,506,418	8,495	-6.6%	Shares	Sole	2025-02-10
2024-09-30	$1,472,491	9,099	+3.9%	Shares	Sole	2024-10-31
2024-06-30	$1,332,110	8,761	+5.1%	Shares	Sole	2024-07-16
2024-03-31	$1,200,141	8,332	-4.2%	Shares	Sole	2024-05-06
2023-12-31	$1,169,903	8,693	+3.5%	Shares	Sole	2024-02-07
2023-09-30	$1,016,083	8,396	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.