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Modern Wealth Management, LLC

Position in DLR — Digital Realty Trust, Inc.

CIK 2001900 KANSAS CITY, MO

Position in DLR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$288,763
+$68,007 QoQ
Shares Held
1,608
+31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#945
of 1,316 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 9% Shared 0% None 91%

Common Shares in DLR Over Time

Shares Held

Position Value (USD)

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,654,915 across 5 REIT - Specialty names. DLR ranks #3 (17.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 DLR
Digital Realty Trust, Inc.
This page
1,608 $288,763

All Filings in DLR

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $288,763 1,608
2026-03-31 $220,756 1,225